Family Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $307K | Hold |
3,402
| – | – | 0.18% | 87 |
|
|
2024
Q2 | $264K | Hold |
3,402
| – | – | 0.17% | 90 |
|
|
2024
Q1 | $244K | Hold |
3,402
| – | – | 0.15% | 95 |
|
|
2023
Q4 | $239K | Sell |
3,402
-250
| -7% | -$17.5K | 0.16% | 95 |
|
|
2023
Q3 | $236K | Hold |
3,652
| – | – | 0.17% | 88 |
|
|
2023
Q2 | $257K | Hold |
3,652
| – | – | 0.17% | 89 |
|
|
2023
Q1 | $254K | Hold |
3,652
| – | – | 0.19% | 88 |
|
|
2022
Q4 | $261K | Buy |
+3,652
| New | +$261K | 0.22% | 78 |
|