First International Bank & Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,351
| Closed | -$454K | – | 93 |
|
|
2022
Q4 | $454K | Buy |
6,351
+146
| +2% | +$10.4K | 0.15% | 54 |
|
|
2022
Q3 | $422K | Buy |
6,205
+381
| +7% | +$25.9K | 0.16% | 56 |
|
|
2022
Q2 | $415K | Buy |
5,824
+892
| +18% | +$63.6K | 0.15% | 50 |
|
|
2022
Q1 | $358K | Buy |
4,932
+267
| +6% | +$19.4K | 0.12% | 64 |
|
|
2021
Q4 | $320K | Buy |
+4,665
| New | +$320K | 0.11% | 70 |
|