DFPG Investments’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 | $482K | Sell |
6,672
-318
| -5% | -$23K | 0.04% | 411 |
|
|
2023
Q3 | $476K | Sell |
6,990
-280
| -4% | -$19.1K | 0.04% | 361 |
|
|
2023
Q2 | $510K | Sell |
7,270
-16
| -0.2% | -$1.12K | 0.05% | 369 |
|
|
2023
Q1 | $507K | Sell |
7,286
-70
| -1% | -$4.87K | 0.05% | 340 |
|
|
2022
Q4 | $526K | Buy |
+7,356
| New | +$526K | 0.09% | 247 |
|