Fulcrum Equity Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,627
| Closed | -$327K | – | 152 |
|
|
2024
Q3 | $327K | Sell |
3,627
-365
| -9% | -$32.9K | 0.28% | 108 |
|
|
2024
Q2 | $310K | Buy |
3,992
+864
| +28% | +$67K | 0.28% | 105 |
|
|
2024
Q1 | $224K | Hold |
3,128
| – | – | 0.26% | 106 |
|
|
2023
Q4 | $219K | Hold |
3,128
| – | – | 0.27% | 89 |
|
|
2023
Q3 | $202K | Buy |
+3,128
| New | +$202K | 0.24% | 94 |
|