Disciplined 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
Q3 | – | Sell |
-39
| Closed | -$2.74K | – | 1334 |
|
|
2023
Q2 | $2.74K | Hold |
39
| – | – | ﹤0.01% | 542 |
|
|
2023
Q1 | $2.71K | Hold |
39
| – | – | ﹤0.01% | 551 |
|
|
2022
Q4 | $2.79K | Sell |
39
-438
| -92% | -$31.3K | ﹤0.01% | 512 |
|
|
2022
Q3 | $32K | Sell |
477
-35
| -7% | -$2.35K | 0.01% | 262 |
|
|
2022
Q2 | $37K | Buy |
512
+9
| +2% | +$650 | 0.02% | 253 |
|
|
2022
Q1 | $36K | Buy |
503
+78
| +18% | +$5.58K | 0.01% | 264 |
|
|
2021
Q4 | $29K | Buy |
+425
| New | +$29K | 0.01% | 263 |
|