First National Bank of South Miami’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 | $558K | Sell |
7,947
-809
| -9% | -$56.8K | 0.45% | 61 |
|
|
2023
Q1 | $609K | Buy |
8,756
+676
| +8% | +$47K | 0.49% | 59 |
|
|
2022
Q4 | $577K | Hold |
8,080
| – | – | 0.43% | 63 |
|
|
2022
Q3 | $550K | Sell |
8,080
-229
| -3% | -$15.6K | 0.43% | 60 |
|
|
2022
Q2 | $593K | Sell |
8,309
-25
| -0.3% | -$1.78K | 0.4% | 62 |
|
|
2022
Q1 | $604K | Sell |
8,334
-60
| -0.7% | -$4.35K | 0.37% | 70 |
|
|
2021
Q4 | $576K | Sell |
8,394
-5
| -0.1% | -$343 | 0.35% | 73 |
|
|
2021
Q3 | $521K | Sell |
8,399
-11
| -0.1% | -$682 | 0.35% | 71 |
|
|
2021
Q2 | $509K | Sell |
8,410
-402
| -5% | -$24.3K | 0.35% | 72 |
|
|
2021
Q1 | $548K | Sell |
8,812
-185
| -2% | -$11.5K | 0.42% | 63 |
|
|
2020
Q4 | $552K | Sell |
8,997
-392
| -4% | -$24.1K | 0.47% | 56 |
|
|
2020
Q3 | $509K | Sell |
9,389
-2,799
| -23% | -$152K | 0.48% | 56 |
|
|
2020
Q2 | $632K | Sell |
12,188
-1,816
| -13% | -$94.2K | 0.68% | 39 |
|
|
2020
Q1 | $758K | Sell |
14,004
-581
| -4% | -$31.4K | 0.96% | 28 |
|
|
2019
Q4 | $929K | Buy |
14,585
+728
| +5% | +$46.4K | 0.92% | 29 |
|
|
2019
Q3 | $808K | Hold |
13,857
| – | – | 0.77% | 36 |
|
|
2019
Q2 | $778K | Sell |
13,857
-285
| -2% | -$16K | 0.73% | 39 |
|
|
2019
Q1 | $731K | Buy |
14,142
+355
| +3% | +$18.4K | 0.7% | 38 |
|
|
2018
Q4 | $670K | Buy |
+13,787
| New | +$670K | 0.65% | 43 |
|