First Capital Advisors Group’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 | $15.6K | Buy |
+222
| New | +$15.6K | 0.01% | 464 |
|
|
2018
Q4 | – | Sell |
-5,143
| Closed | -$224K | – | 175 |
|
|
2018
Q3 | $224K | Sell |
5,143
-77
| -1% | -$3.35K | 0.14% | 152 |
|
|
2018
Q2 | $242K | Buy |
5,220
+27
| +0.5% | +$1.25K | 0.16% | 137 |
|
|
2018
Q1 | $232K | Sell |
5,193
-1,145
| -18% | -$51.2K | 0.13% | 152 |
|
|
2017
Q4 | $305K | Sell |
6,338
-290
| -4% | -$14K | 0.19% | 130 |
|
|
2017
Q3 | $326K | Sell |
6,628
-3,427
| -34% | -$169K | 0.22% | 115 |
|
|
2017
Q2 | $481K | Sell |
10,055
-995
| -9% | -$47.6K | 0.33% | 99 |
|
|
2017
Q1 | $550K | Buy |
11,050
+1,320
| +14% | +$65.7K | 0.41% | 86 |
|
|
2016
Q4 | $479K | Buy |
+9,730
| New | +$479K | 0.44% | 75 |
|