Connectus Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $404K | Sell |
5,633
-10,277
| -65% | -$737K | 0.01% | 302 |
|
|
2023
Q4 | $1.12M | Sell |
15,910
-156
| -1% | -$10.9K | 0.02% | 322 |
|
|
2023
Q3 | $1.04M | Buy |
16,066
+4,318
| +37% | +$280K | 0.02% | 309 |
|
|
2023
Q2 | $826K | Buy |
11,748
+649
| +6% | +$45.6K | 0.02% | 298 |
|
|
2023
Q1 | $773K | Buy |
11,099
+1,274
| +13% | +$88.7K | 0.02% | 302 |
|
|
2022
Q4 | $702K | Sell |
9,825
-216
| -2% | -$15.4K | 0.02% | 315 |
|
|
2022
Q3 | $683K | Sell |
10,041
-785
| -7% | -$53.4K | 0.01% | 375 |
|
|
2022
Q2 | $772K | Buy |
10,826
+7,716
| +248% | +$550K | 0.02% | 301 |
|
|
2022
Q1 | $213K | Sell |
3,110
-177
| -5% | -$12.1K | 0.01% | 347 |
|
|
2021
Q4 | $226K | Buy |
+3,287
| New | +$226K | 0.01% | 320 |
|