Goodwin Investment Advisory’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,538
| Closed | -$110K | – | 47 |
|
|
2024
Q1 | $110K | Buy |
+1,538
| New | +$110K | 0.05% | 43 |
|
|
2023
Q1 | – | Sell |
-307
| Closed | -$21.9K | – | 194 |
|
|
2022
Q4 | $21.9K | Hold |
307
| – | – | 0.02% | 118 |
|
|
2022
Q3 | $21K | Buy |
+307
| New | +$21K | 0.02% | 122 |
|
|
2022
Q2 | – | Sell |
-280
| Closed | -$20K | – | 225 |
|
|
2022
Q1 | $20K | Buy |
+280
| New | +$20K | 0.01% | 121 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$61K | – | 144 |
|
|
2020
Q4 | $61K | Buy |
+1,000
| New | +$61K | 0.07% | 43 |
|