Financial Partners Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.83M | Buy |
39,577
+1,090
| +3% | +$77.8K | 0.63% | 43 |
|
|
2022
Q3 | $2.62M | Buy |
38,487
+220
| +0.6% | +$15K | 0.62% | 46 |
|
|
2022
Q2 | $2.73M | Sell |
38,267
-100
| -0.3% | -$7.13K | 0.59% | 51 |
|
|
2022
Q1 | $2.78M | Buy |
38,367
+1,851
| +5% | +$134K | 0.52% | 52 |
|
|
2021
Q4 | $2.5M | Buy |
36,516
+2,035
| +6% | +$140K | 0.44% | 53 |
|
|
2021
Q3 | $2.14M | Buy |
34,481
+4,361
| +14% | +$270K | 0.39% | 56 |
|
|
2021
Q2 | $1.82M | Buy |
30,120
+11,720
| +64% | +$709K | 0.33% | 57 |
|
|
2021
Q1 | $1.14M | Buy |
18,400
+11,345
| +161% | +$705K | 0.23% | 63 |
|
|
2020
Q4 | $433K | Buy |
+7,055
| New | +$433K | 0.1% | 78 |
|