COWA LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,065
| Closed | -$72K | – | 291 |
|
|
2022
Q3 | $72K | Buy |
+1,065
| New | +$72K | 0.05% | 165 |
|
|
2021
Q2 | – | Sell |
-767
| Closed | -$49K | – | 293 |
|
|
2021
Q1 | $49K | Buy |
767
+202
| +36% | +$12.9K | 0.03% | 203 |
|
|
2020
Q4 | $34K | Buy |
+565
| New | +$34K | 0.03% | 228 |
|