Doyle Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.19M | Buy |
46,940
+167
| +0.4% | +$11.4K | 0.27% | 71 |
|
|
2022
Q2 | $3.34M | Sell |
46,773
-1,504
| -3% | -$107K | 0.27% | 75 |
|
|
2022
Q1 | $3.5M | Buy |
48,277
+3,031
| +7% | +$220K | 0.25% | 76 |
|
|
2021
Q4 | $3.1M | Buy |
45,246
+1,463
| +3% | +$100K | 0.22% | 75 |
|
|
2021
Q3 | $2.71M | Buy |
43,783
+1,596
| +4% | +$98.9K | 0.22% | 75 |
|
|
2021
Q2 | $2.55M | Buy |
42,187
+1,862
| +5% | +$113K | 0.21% | 78 |
|
|
2021
Q1 | $2.51M | Buy |
40,325
+466
| +1% | +$29K | 0.24% | 74 |
|
|
2020
Q4 | $2.45M | Buy |
39,859
+6,147
| +18% | +$378K | 0.25% | 71 |
|
|
2020
Q3 | $1.83M | Buy |
33,712
+5,265
| +19% | +$285K | 0.21% | 71 |
|
|
2020
Q2 | $1.48M | Buy |
28,447
+4,195
| +17% | +$218K | 0.19% | 66 |
|
|
2020
Q1 | $1.31M | Buy |
24,252
+681
| +3% | +$36.9K | 0.21% | 58 |
|
|
2019
Q4 | $1.5M | Buy |
23,571
+2,289
| +11% | +$146K | 0.19% | 63 |
|
|
2019
Q3 | $1.32M | Buy |
21,282
+15,465
| +266% | +$956K | 0.18% | 70 |
|
|
2019
Q2 | $322K | Sell |
5,817
-554
| -9% | -$30.7K | 0.04% | 146 |
|
|
2019
Q1 | $340K | Sell |
6,371
-4,513
| -41% | -$241K | 0.05% | 140 |
|
|
2018
Q4 | $478K | Sell |
10,884
-162
| -1% | -$7.12K | 0.08% | 104 |
|
|
2018
Q3 | $482K | Buy |
11,046
+5
| +0% | +$218 | 0.07% | 112 |
|
|
2018
Q2 | $511K | Buy |
11,041
+205
| +2% | +$9.49K | 0.08% | 105 |
|
|
2018
Q1 | $484K | Sell |
10,836
-74,254
| -87% | -$3.32M | 0.08% | 102 |
|
|
2017
Q4 | $4.09M | Buy |
85,090
+12
| +0% | +$577 | 0.69% | 44 |
|
|
2017
Q3 | $4.18M | Buy |
85,078
+7,661
| +10% | +$376K | 0.73% | 44 |
|
|
2017
Q2 | $3.71M | Sell |
77,417
-534
| -0.7% | -$25.6K | 0.69% | 44 |
|
|
2017
Q1 | $3.88M | Buy |
+77,951
| New | +$3.88M | 0.79% | 41 |
|