Cordasco Financial Network’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $14K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | 0.01% | 322 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | 0.01% | 360 |
|
|
2021
Q2 | $12K | Hold |
200
| – | – | 0.01% | 362 |
|
|
2021
Q1 | $12K | Hold |
200
| – | – | 0.01% | 347 |
|
|
2020
Q4 | $12K | Hold |
200
| – | – | 0.01% | 301 |
|
|
2020
Q3 | $11K | Hold |
200
| – | – | 0.01% | 306 |
|
|
2020
Q2 | $10K | Hold |
200
| – | – | 0.01% | 287 |
|
|
2020
Q1 | $11K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2019
Q4 | $13K | Sell |
200
-20
| -9% | -$1.3K | 0.01% | 251 |
|
|
2019
Q3 | $14K | Buy |
220
+20
| +10% | +$1.27K | 0.01% | 248 |
|
|
2019
Q2 | $11K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | 0.01% | 310 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2018
Q3 | $9K | Sell |
200
-749
| -79% | -$33.7K | 0.01% | 251 |
|
|
2018
Q2 | $44K | Buy |
+949
| New | +$44K | 0.04% | 146 |
|
|
2015
Q4 | – | Sell |
-800
| Closed | -$36K | – | 297 |
|
|
2015
Q3 | $36K | Hold |
800
| – | – | 0.03% | 150 |
|
|
2015
Q2 | $34K | Hold |
800
| – | – | 0.03% | 158 |
|
|
2015
Q1 | $35K | Buy |
800
+250
| +45% | +$10.9K | 0.03% | 171 |
|
|
2014
Q4 | $27K | Buy |
+550
| New | +$27K | 0.02% | 193 |
|