Greenwood Gearhart’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,131
| Closed | -$213K | – | 100 |
|
|
2022
Q3 | $213K | Buy |
3,131
+165
| +6% | +$11.2K | 0.03% | 90 |
|
|
2022
Q2 | $212K | Hold |
2,966
| – | – | 0.03% | 90 |
|
|
2022
Q1 | $215K | Sell |
2,966
-712
| -19% | -$51.6K | 0.03% | 94 |
|
|
2021
Q4 | $252K | Sell |
3,678
-22,012
| -86% | -$1.51M | 0.03% | 89 |
|
|
2021
Q3 | $1.59M | Sell |
25,690
-1,631
| -6% | -$101K | 0.25% | 51 |
|
|
2021
Q2 | $1.65M | Sell |
27,321
-71,147
| -72% | -$4.3M | 0.27% | 52 |
|
|
2021
Q1 | $6.12M | Buy |
98,468
+7,299
| +8% | +$454K | 1.09% | 41 |
|
|
2020
Q4 | $5.6M | Buy |
91,169
+8,892
| +11% | +$546K | 1.09% | 41 |
|
|
2020
Q3 | $4.46M | Sell |
82,277
-7,862
| -9% | -$426K | 1.03% | 42 |
|
|
2020
Q2 | $4.67M | Buy |
90,139
+3,572
| +4% | +$185K | 1.23% | 39 |
|
|
2020
Q1 | $4.69M | Sell |
86,567
-9,028
| -9% | -$489K | 1.53% | 33 |
|
|
2019
Q4 | $6.09M | Buy |
95,595
+507
| +0.5% | +$32.3K | 1.57% | 30 |
|
|
2019
Q3 | $5.87M | Buy |
95,088
+424
| +0.4% | +$26.2K | 1.62% | 29 |
|
|
2019
Q2 | $5.23M | Buy |
94,664
+50,198
| +113% | +$2.77M | 1.4% | 37 |
|
|
2019
Q1 | $2.3M | Buy |
44,466
+4,840
| +12% | +$250K | 0.67% | 51 |
|
|
2018
Q4 | $1.74M | Buy |
39,626
+5,742
| +17% | +$252K | 0.58% | 51 |
|
|
2018
Q3 | $1.48M | Buy |
33,884
+16,691
| +97% | +$728K | 0.41% | 55 |
|
|
2018
Q2 | $796K | Buy |
17,193
+5,587
| +48% | +$259K | 0.24% | 56 |
|
|
2018
Q1 | $518K | Buy |
+11,606
| New | +$518K | 0.16% | 60 |
|