Cutler Group’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 | $48K | Sell |
676
-213
| -24% | -$15.1K | 0.02% | 393 |
|
2023
Q4 | $62K | Buy |
889
+585
| +192% | +$40.8K | 0.01% | 614 |
|
2023
Q3 | $19K | Buy |
+304
| New | +$19K | ﹤0.01% | 892 |
|
2023
Q2 | – | Sell |
-112
| Closed | -$7K | – | 1926 |
|
2023
Q1 | $7K | Sell |
112
-31
| -22% | -$1.94K | ﹤0.01% | 1076 |
|
2022
Q4 | $10K | Sell |
143
-2,271
| -94% | -$159K | ﹤0.01% | 1288 |
|
2022
Q3 | $164K | Sell |
2,414
-2,232
| -48% | -$152K | 0.01% | 519 |
|
2022
Q2 | $331K | Buy |
+4,646
| New | +$331K | 0.02% | 334 |
|
2022
Q1 | – | Sell |
-10,653
| Closed | -$730K | – | 2521 |
|
2021
Q4 | $730K | Sell |
10,653
-180
| -2% | -$12.3K | 0.03% | 327 |
|
2021
Q3 | $671K | Buy |
10,833
+5,101
| +89% | +$316K | 0.03% | 350 |
|
2021
Q2 | $346K | Sell |
5,732
-12,580
| -69% | -$759K | 0.02% | 537 |
|
2021
Q1 | $1.14M | Buy |
+18,312
| New | +$1.14M | 0.06% | 237 |
|
2020
Q4 | – | Sell |
-2,223
| Closed | -$120K | – | 2324 |
|
2020
Q3 | $120K | Buy |
2,223
+1,323
| +147% | +$71.4K | 0.01% | 619 |
|
2020
Q2 | $46K | Buy |
+900
| New | +$46K | ﹤0.01% | 870 |
|
2020
Q1 | – | Sell |
-212
| Closed | -$13K | – | 2006 |
|
2019
Q4 | $13K | Sell |
212
-600
| -74% | -$36.8K | ﹤0.01% | 1193 |
|
2019
Q3 | $50K | Sell |
812
-310
| -28% | -$19.1K | ﹤0.01% | 816 |
|
2019
Q2 | $62K | Sell |
1,122
-2,240
| -67% | -$124K | 0.01% | 843 |
|
2019
Q1 | $173K | Buy |
3,362
+2,962
| +741% | +$152K | 0.02% | 491 |
|
2018
Q4 | $17K | Sell |
400
-51,727
| -99% | -$2.2M | ﹤0.01% | 1143 |
|
2018
Q3 | $2.27M | Buy |
+52,127
| New | +$2.27M | 0.16% | 94 |
|
2018
Q2 | – | Sell |
-982
| Closed | -$43K | – | 2209 |
|
2018
Q1 | $43K | Buy |
+982
| New | +$43K | ﹤0.01% | 987 |
|
2017
Q4 | – | Sell |
-10,417
| Closed | -$511K | – | 2777 |
|
2017
Q3 | $511K | Sell |
10,417
-22,416
| -68% | -$1.1M | 0.02% | 436 |
|
2017
Q2 | $1.57M | Buy |
32,833
+8,683
| +36% | +$416K | 0.06% | 207 |
|
2017
Q1 | $1.2M | Buy |
24,150
+4,181
| +21% | +$208K | 0.05% | 251 |
|
2016
Q4 | $982K | Sell |
19,969
-5,486
| -22% | -$270K | 0.04% | 293 |
|
2016
Q3 | $1.31M | Buy |
25,455
+23,839
| +1,475% | +$1.22M | 0.06% | 165 |
|
2016
Q2 | $86K | Sell |
1,616
-200
| -11% | -$10.6K | ﹤0.01% | 1091 |
|
2016
Q1 | $93K | Sell |
1,816
-2,225
| -55% | -$114K | 0.01% | 978 |
|
2015
Q4 | $189K | Buy |
+4,041
| New | +$189K | 0.01% | 735 |
|