Freedman Financial Associates’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,240
| Closed | -$237K | – | 377 |
|
|
2022
Q1 | $237K | Hold |
3,240
| – | – | 0.16% | 67 |
|
|
2021
Q4 | $222K | Hold |
3,240
| – | – | 0.15% | 69 |
|
|
2021
Q3 | $201K | Sell |
3,240
-100
| -3% | -$6.2K | 0.15% | 68 |
|
|
2021
Q2 | $202K | Hold |
3,340
| – | – | 0.15% | 66 |
|
|
2021
Q1 | $208K | Hold |
3,340
| – | – | 0.17% | 57 |
|
|
2020
Q4 | $205K | Buy |
+3,340
| New | +$205K | 0.18% | 55 |
|