Diversified’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.61M | Buy |
28,986
+66
| +0.2% | +$5.95K | 0.29% | 31 |
|
|
2024
Q2 | $2.24M | Buy |
28,920
+539
| +2% | +$41.8K | 0.26% | 37 |
|
|
2024
Q1 | $2.04M | Buy |
28,381
+14
| +0% | +$1K | 0.28% | 26 |
|
|
2023
Q4 | $1.99M | Buy |
28,367
+550
| +2% | +$38.6K | 0.43% | 23 |
|
|
2023
Q3 | $1.8M | Buy |
27,817
+200
| +0.7% | +$12.9K | 0.47% | 23 |
|
|
2023
Q2 | $1.94M | Buy |
27,617
+1,600
| +6% | +$112K | 0.49% | 22 |
|
|
2023
Q1 | $1.81M | Buy |
26,017
+1,265
| +5% | +$88K | 0.65% | 21 |
|
|
2022
Q4 | $1.77M | Buy |
+24,752
| New | +$1.77M | 0.69% | 21 |
|