Dynamic Technology Lab’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,990
| Closed | -$1.23M | – | 1329 |
|
|
2024
Q4 | $1.23M | Buy |
+14,990
| New | +$1.23M | 0.2% | 132 |
|
|
2024
Q3 | – | Sell |
-24,760
| Closed | -$1.92M | – | 1327 |
|
|
2024
Q2 | $1.92M | Buy |
+24,760
| New | +$1.92M | 0.22% | 140 |
|
|
2024
Q1 | – | Sell |
-28,002
| Closed | -$1.96M | – | 1406 |
|
|
2023
Q4 | $1.96M | Buy |
28,002
+5,466
| +24% | +$383K | 0.21% | 114 |
|
|
2023
Q3 | $1.46M | Buy |
+22,536
| New | +$1.46M | 0.15% | 166 |
|
|
2022
Q3 | – | Sell |
-9,323
| Closed | -$665K | – | 1496 |
|
|
2022
Q2 | $665K | Buy |
+9,323
| New | +$665K | 0.08% | 460 |
|
|
2021
Q4 | – | Sell |
-9,298
| Closed | -$576K | – | 1464 |
|
|
2021
Q3 | $576K | Sell |
9,298
-52,257
| -85% | -$3.24M | 0.07% | 472 |
|
|
2021
Q2 | $3.73M | Buy |
+61,555
| New | +$3.73M | 0.37% | 22 |
|
|
2021
Q1 | – | Sell |
-11,016
| Closed | -$677K | – | 1459 |
|
|
2020
Q4 | $677K | Buy |
+11,016
| New | +$677K | 0.11% | 324 |
|
|
2020
Q3 | – | Sell |
-25,804
| Closed | -$1.34M | – | 1321 |
|
|
2020
Q2 | $1.34M | Buy |
+25,804
| New | +$1.34M | 0.2% | 129 |
|
|
2020
Q1 | – | Sell |
-7,199
| Closed | -$459K | – | 1353 |
|
|
2019
Q4 | $459K | Buy |
+7,199
| New | +$459K | 0.07% | 493 |
|
|
2019
Q1 | – | Sell |
-32,214
| Closed | -$1.42M | – | 1313 |
|
|
2018
Q4 | $1.42M | Buy |
+32,214
| New | +$1.42M | 0.24% | 73 |
|
|
2018
Q2 | – | Sell |
-10,988
| Closed | -$490K | – | 1290 |
|
|
2018
Q1 | $490K | Buy |
+10,988
| New | +$490K | 0.07% | 499 |
|
|
2016
Q4 | – | Sell |
-3,900
| Closed | -$200K | – | 1134 |
|
|
2016
Q3 | $200K | Buy |
+3,900
| New | +$200K | 0.05% | 732 |
|
|
2015
Q2 | – | Sell |
-13,879
| Closed | -$615K | – | 934 |
|
|
2015
Q1 | $615K | Buy |
13,879
+9,110
| +191% | +$404K | 0.27% | 64 |
|
|
2014
Q4 | $234K | Sell |
4,769
-1,913
| -29% | -$93.9K | 0.12% | 402 |
|
|
2014
Q3 | $292K | Sell |
6,682
-5,812
| -47% | -$254K | 0.14% | 314 |
|
|
2014
Q2 | $567K | Buy |
+12,494
| New | +$567K | 0.27% | 61 |
|
|
2013
Q4 | – | Sell |
-10,035
| Closed | -$413K | – | 688 |
|
|
2013
Q3 | $413K | Buy |
+10,035
| New | +$413K | 0.33% | 64 |
|