Destiny Wealth Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,520
| Closed | -$228K | – | 172 |
|
|
2023
Q3 | $228K | Sell |
3,520
-1,020
| -22% | -$66K | 0.05% | 153 |
|
|
2023
Q2 | $332K | Buy |
+4,540
| New | +$332K | 0.06% | 126 |
|
|
2023
Q1 | – | Sell |
-2,071
| Closed | -$148K | – | 571 |
|
|
2022
Q4 | $148K | Sell |
2,071
-4,345
| -68% | -$310K | 0.03% | 203 |
|
|
2022
Q3 | $436K | Buy |
6,416
+877
| +16% | +$59.6K | 0.1% | 101 |
|
|
2022
Q2 | $395K | Buy |
5,539
+1,038
| +23% | +$74K | 0.09% | 97 |
|
|
2022
Q1 | $326K | Buy |
4,501
+459
| +11% | +$33.2K | 0.06% | 120 |
|
|
2021
Q4 | $277K | Buy |
4,042
+187
| +5% | +$12.8K | 0.05% | 150 |
|
|
2021
Q3 | $239K | Sell |
3,855
-118
| -3% | -$7.32K | 0.05% | 153 |
|
|
2021
Q2 | $240K | Buy |
3,973
+292
| +8% | +$17.6K | 0.05% | 173 |
|
|
2021
Q1 | $229K | Sell |
3,681
-4,108
| -53% | -$256K | 0.05% | 154 |
|
|
2020
Q4 | $478K | Buy |
+7,789
| New | +$478K | 0.1% | 104 |
|