First Trust Direct Indexing’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.65M | Buy |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $1.96M | Sell |
|
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|
2023
Q4 | $1.96M | Buy |
|
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|
2023
Q3 | $1.53M | Buy |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.58M | Buy |
|
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.5M | Sell |
|
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $936K | Buy |
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|
2021
Q1 | $747K | Buy |
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|
2020
Q4 | $726K | Buy |
|