Column Capital Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $104K | Buy |
1,606
+1
| +0.1% | +$65 | 0.02% | 214 |
|
|
2023
Q2 | $113K | Hold |
1,605
| – | – | 0.02% | 203 |
|
|
2023
Q1 | $112K | Sell |
1,605
-26
| -2% | -$1.81K | 0.02% | 207 |
|
|
2022
Q4 | $116K | Sell |
1,631
-775
| -32% | -$55.3K | 0.02% | 185 |
|
|
2022
Q3 | $164K | Sell |
2,406
-400
| -14% | -$27.3K | 0.03% | 139 |
|
|
2022
Q2 | $200K | Hold |
2,806
| – | – | 0.04% | 116 |
|
|
2022
Q1 | $203K | Sell |
2,806
-25
| -0.9% | -$1.81K | 0.04% | 131 |
|
|
2021
Q4 | $194K | Buy |
2,831
+1,426
| +101% | +$97.7K | 0.04% | 133 |
|
|
2021
Q3 | $87K | Hold |
1,405
| – | – | 0.02% | 201 |
|
|
2021
Q2 | $85K | Sell |
1,405
-300
| -18% | -$18.1K | 0.02% | 205 |
|
|
2021
Q1 | $106K | Sell |
1,705
-1
| -0.1% | -$62 | 0.02% | 170 |
|
|
2020
Q4 | $105K | Sell |
1,706
-299
| -15% | -$18.4K | 0.03% | 162 |
|
|
2020
Q3 | $109K | Hold |
2,005
| – | – | 0.03% | 153 |
|
|
2020
Q2 | $104K | Sell |
2,005
-1
| -0% | -$52 | 0.04% | 145 |
|
|
2020
Q1 | $109K | Buy |
2,006
+1
| +0% | +$54 | 0.04% | 112 |
|
|
2019
Q4 | $127K | Buy |
+2,005
| New | +$127K | 0.06% | 119 |
|