Elevated Capital Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,377
| Closed | -$1.71M | – | 181 |
|
|
2023
Q2 | $1.71M | Buy |
24,377
+582
| +2% | +$40.9K | 0.57% | 63 |
|
|
2023
Q1 | $1.66M | Buy |
23,795
+761
| +3% | +$53K | 0.59% | 56 |
|
|
2022
Q4 | $1.64M | Buy |
23,034
+1,680
| +8% | +$120K | 0.63% | 55 |
|
|
2022
Q3 | $1.45M | Buy |
+21,354
| New | +$1.45M | 0.57% | 56 |
|
|
2022
Q1 | $1.43M | Buy |
+19,686
| New | +$1.43M | 0.47% | 70 |
|
|
2021
Q3 | $1.01M | Buy |
+16,276
| New | +$1.01M | 0.35% | 89 |
|
|
2021
Q1 | $919K | Sell |
13,900
-25
| -0.2% | -$1.65K | 0.36% | 93 |
|
|
2020
Q4 | $855K | Sell |
13,925
-1,007
| -7% | -$61.8K | 0.37% | 88 |
|
|
2020
Q3 | $958K | Sell |
14,932
-505
| -3% | -$32.4K | 0.45% | 73 |
|
|
2020
Q2 | $821K | Buy |
+15,437
| New | +$821K | 0.39% | 98 |
|
|
2019
Q4 | $373K | Buy |
+5,857
| New | +$373K | 0.41% | 73 |
|
|
2019
Q1 | $740K | Buy |
+13,233
| New | +$740K | 0.49% | 72 |
|