Family Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,284
| Closed | -$1.44M | – | 178 |
|
|
2023
Q3 | $1.44M | Sell |
22,284
-221
| -1% | -$14.3K | 0.33% | 54 |
|
|
2023
Q2 | $1.58M | Sell |
22,505
-312
| -1% | -$21.9K | 0.35% | 54 |
|
|
2023
Q1 | $1.59M | Buy |
+22,817
| New | +$1.59M | 0.37% | 52 |
|
|
2019
Q1 | – | Sell |
-6,893
| Closed | -$303K | – | 144 |
|
|
2018
Q4 | $303K | Buy |
+6,893
| New | +$303K | 0.13% | 95 |
|