Colton Groome Financial Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,900
| Closed | -$352K | – | 132 |
|
|
2024
Q3 | $352K | Hold |
3,900
| – | – | 0.13% | 97 |
|
|
2024
Q2 | $303K | Hold |
3,900
| – | – | 0.12% | 99 |
|
|
2024
Q1 | $280K | Sell |
3,900
-17
| -0.4% | -$1.22K | 0.11% | 95 |
|
|
2023
Q4 | $275K | Buy |
+3,917
| New | +$275K | 0.12% | 100 |
|
|
2023
Q1 | – | Sell |
-3,417
| Closed | -$244K | – | 138 |
|
|
2022
Q4 | $244K | Hold |
3,417
| – | – | 0.12% | 113 |
|
|
2022
Q3 | $232K | Hold |
3,417
| – | – | 0.12% | 100 |
|
|
2022
Q2 | $244K | Hold |
3,417
| – | – | 0.12% | 96 |
|
|
2022
Q1 | $248K | Buy |
+3,417
| New | +$248K | 0.11% | 94 |
|