Comerica Securities’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
$702K Sell
10,849
-3,213
-23% -$208K 0.06% 234
2023
Q2
$988K Sell
14,062
-632
-4% -$44.4K 0.07% 230
2023
Q1
$1.02M Buy
14,694
+233
+2% +$16.2K 0.07% 221
2022
Q4
$1.03M Buy
14,461
+2,226
+18% +$159K 0.07% 227
2022
Q3
$832K Buy
12,235
+904
+8% +$61.5K 0.07% 227
2022
Q2
$808K Buy
11,331
+208
+2% +$14.8K 0.06% 246
2022
Q1
$807K Buy
11,123
+24
+0.2% +$1.74K 0.05% 263
2021
Q4
$761K Sell
11,099
-1,548
-12% -$106K 0.05% 269
2021
Q3
$784K Buy
12,647
+229
+2% +$14.2K 0.06% 272
2021
Q2
$751K Sell
12,418
-2,520
-17% -$152K 0.06% 263
2021
Q1
$929K Sell
14,938
-4,866
-25% -$303K 0.07% 230
2020
Q4
$1.22M Buy
19,804
+3,147
+19% +$193K 0.1% 175
2020
Q3
$903K Sell
16,657
-745
-4% -$40.4K 0.08% 196
2020
Q2
$902K Buy
17,402
+2,827
+19% +$147K 0.09% 190
2020
Q1
$789K Buy
14,575
+1,451
+11% +$78.5K 0.09% 188
2019
Q4
$836K Sell
13,124
-336
-2% -$21.4K 0.08% 227
2019
Q3
$831K Sell
13,460
-1,567
-10% -$96.7K 0.09% 218
2019
Q2
$831K Buy
15,027
+622
+4% +$34.4K 0.09% 210
2019
Q1
$744K Buy
14,405
+2,209
+18% +$114K 0.08% 223
2018
Q4
$536K Sell
12,196
-156
-1% -$6.86K 0.07% 237
2018
Q3
$539K Sell
12,352
-836
-6% -$36.5K 0.06% 262
2018
Q2
$611K Buy
13,188
+309
+2% +$14.3K 0.07% 242
2018
Q1
$575K Buy
12,879
+1,958
+18% +$87.4K 0.07% 248
2017
Q4
$525K Buy
10,921
+460
+4% +$22.1K 0.07% 264
2017
Q3
$514K Buy
10,461
+90
+0.9% +$4.42K 0.07% 251
2017
Q2
$497K Sell
10,371
-3,219
-24% -$154K 0.07% 252
2017
Q1
$677K Buy
13,590
+1,263
+10% +$62.9K 0.11% 218
2016
Q4
$606K Buy
12,327
+4,667
+61% +$229K 0.25% 104
2016
Q3
$393K Sell
7,660
-344
-4% -$17.6K 0.17% 132
2016
Q2
$429K Buy
8,004
+2,598
+48% +$139K 0.21% 108
2016
Q1
$280K Buy
+5,406
New +$280K 0.15% 146