Domani Wealth’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 | $331K | Sell |
4,752
-333
| -7% | -$23.2K | 0.08% | 90 |
|
|
2022
Q4 | $363K | Buy |
5,085
+68
| +1% | +$4.85K | 0.09% | 91 |
|
|
2022
Q3 | $341K | Buy |
5,017
+333
| +7% | +$22.6K | 0.1% | 78 |
|
|
2022
Q2 | $334K | Sell |
4,684
-700
| -13% | -$49.9K | 0.09% | 88 |
|
|
2022
Q1 | $390K | Hold |
5,384
| – | – | 0.08% | 94 |
|
|
2021
Q4 | $369K | Buy |
5,384
+800
| +17% | +$54.8K | 0.07% | 95 |
|
|
2021
Q3 | $284K | Sell |
4,584
-19
| -0.4% | -$1.18K | 0.06% | 98 |
|
|
2021
Q2 | $279K | Hold |
4,603
| – | – | 0.06% | 104 |
|
|
2021
Q1 | $286K | Buy |
4,603
+56
| +1% | +$3.48K | 0.06% | 111 |
|
|
2020
Q4 | $279K | Buy |
4,547
+19
| +0.4% | +$1.17K | 0.06% | 106 |
|
|
2020
Q3 | $246K | Sell |
4,528
-45
| -1% | -$2.45K | 0.05% | 108 |
|
|
2020
Q2 | $237K | Buy |
4,573
+45
| +1% | +$2.33K | 0.06% | 112 |
|
|
2020
Q1 | $245K | Buy |
+4,528
| New | +$245K | 0.07% | 111 |
|
|
2016
Q4 | – | Sell |
-4,262
| Closed | -$219K | – | 113 |
|
|
2016
Q3 | $219K | Sell |
4,262
-1,215
| -22% | -$62.4K | 0.08% | 107 |
|
|
2016
Q2 | $294K | Sell |
5,477
-352
| -6% | -$18.9K | 0.11% | 87 |
|
|
2016
Q1 | $302K | Buy |
5,829
+266
| +5% | +$13.8K | 0.11% | 96 |
|
|
2015
Q4 | $260K | Buy |
5,563
+1,034
| +23% | +$48.3K | 0.1% | 103 |
|
|
2015
Q3 | $202K | Buy |
+4,529
| New | +$202K | 0.11% | 95 |
|