Denali Advisors’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 | – | Sell |
-9,900
| Closed | -$718K | – | 416 |
|
|
2022
Q1 | $718K | Sell |
9,900
-700
| -7% | -$50.8K | 0.28% | 91 |
|
|
2021
Q4 | $727K | Buy |
10,600
+400
| +4% | +$27.4K | 0.27% | 99 |
|
|
2021
Q3 | $632K | Buy |
10,200
+4,200
| +70% | +$260K | 0.26% | 101 |
|
|
2021
Q2 | $363K | Sell |
6,000
-19,900
| -77% | -$1.2M | 0.14% | 118 |
|
|
2021
Q1 | $1.61M | Buy |
+25,900
| New | +$1.61M | 0.49% | 75 |
|