Community Trust & Investment’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 |
-3,236
| Closed | -$292K | – | 135 |
|
|
2024
Q3 | $292K | Buy |
+3,236
| New | +$292K | 0.02% | 120 |
|
|
2021
Q1 | – | Sell |
-3,608
| Closed | -$222K | – | 102 |
|
|
2020
Q4 | $222K | Buy |
+3,608
| New | +$222K | 0.02% | 76 |
|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$223K | – | 64 |
|
|
2019
Q4 | $223K | Sell |
3,500
-260
| -7% | -$16.6K | 0.03% | 59 |
|
|
2019
Q3 | $232K | Buy |
+3,760
| New | +$232K | 0.03% | 60 |
|