Ergoteles’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,243
| Closed | -$1.41M | – | 1491 |
|
|
2023
Q1 | $1.41M | Buy |
+20,243
| New | +$1.41M | 0.06% | 382 |
|
|
2022
Q4 | – | Sell |
-65,523
| Closed | -$4.46M | – | 1853 |
|
|
2022
Q3 | $4.46M | Buy |
65,523
+47,296
| +259% | +$3.22M | 0.16% | 140 |
|
|
2022
Q2 | $1.3M | Buy |
+18,227
| New | +$1.3M | 0.04% | 436 |
|
|
2022
Q1 | – | Sell |
-548,841
| Closed | -$37.6M | – | 1610 |
|
|
2021
Q4 | $37.6M | Buy |
+548,841
| New | +$37.6M | 1.46% | 6 |
|
|
2021
Q1 | – | Sell |
-104,600
| Closed | -$6.43M | – | 1033 |
|
|
2020
Q4 | $6.43M | Buy |
+104,600
| New | +$6.43M | 0.21% | 112 |
|