DLG
Daniel L. Goodwin’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $356K | Hold |
5,495
| – | – | 0.17% | 56 |
|
|
2023
Q2 | $386K | Sell |
5,495
-50
| -0.9% | -$3.51K | 0.18% | 53 |
|
|
2023
Q1 | $386K | Sell |
5,545
-100
| -2% | -$6.96K | 0.2% | 53 |
|
|
2022
Q4 | $403K | Buy |
5,645
+195
| +4% | +$13.9K | 0.2% | 55 |
|
|
2022
Q3 | $371K | Buy |
5,450
+1,850
| +51% | +$126K | 0.21% | 54 |
|
|
2022
Q2 | $257K | Buy |
3,600
+700
| +24% | +$50K | 0.14% | 71 |
|
|
2022
Q1 | $210K | Buy |
+2,900
| New | +$210K | 0.09% | 89 |
|