Delta Capital Management’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 | – | Sell |
-3,000
| Closed | -$210K | – | 76 |
|
|
2023
Q4 | $210K | Sell |
3,000
-160
| -5% | -$11.2K | 0.15% | 74 |
|
|
2023
Q3 | $205K | Hold |
3,160
| – | – | 0.15% | 75 |
|
|
2023
Q2 | $222K | Sell |
3,160
-300
| -9% | -$21.1K | 0.15% | 77 |
|
|
2023
Q1 | $241K | Buy |
3,460
+560
| +19% | +$39K | 0.17% | 75 |
|
|
2022
Q4 | $207K | Buy |
+2,900
| New | +$207K | 0.15% | 80 |
|