Diversified Portfolios Inc’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,307
| Closed | -$1.74M | – | 144 |
|
|
2022
Q4 | $1.74M | Sell |
24,307
-296
| -1% | -$21.1K | 0.4% | 35 |
|
|
2022
Q3 | $1.67M | Sell |
24,603
-1,727
| -7% | -$117K | 0.45% | 35 |
|
|
2022
Q2 | $1.88M | Sell |
26,330
-1,305
| -5% | -$93.1K | 0.52% | 32 |
|
|
2022
Q1 | $2M | Buy |
27,635
+500
| +2% | +$36.3K | 0.48% | 36 |
|
|
2021
Q4 | $1.86M | Sell |
27,135
-2,516
| -8% | -$173K | 0.45% | 35 |
|
|
2021
Q3 | $1.84M | Sell |
29,651
-2,896
| -9% | -$179K | 0.51% | 29 |
|
|
2021
Q2 | $1.97M | Sell |
32,547
-818
| -2% | -$49.5K | 0.74% | 21 |
|
|
2021
Q1 | $2.07M | Sell |
33,365
-3,469
| -9% | -$216K | 0.68% | 23 |
|
|
2020
Q4 | $2.26M | Buy |
36,834
+31,400
| +578% | +$1.93M | 0.81% | 20 |
|
|
2020
Q3 | $295K | Sell |
5,434
-1,088
| -17% | -$59.1K | 0.13% | 57 |
|
|
2020
Q2 | $338K | Buy |
+6,522
| New | +$338K | 0.16% | 44 |
|