H.L. Ormond & Company’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$756K Sell
11,130
-270
-2% -$18.3K 1.21% 37
2022
Q2
$813K Sell
11,400
-348
-3% -$24.8K 1.32% 26
2022
Q1
$852K Buy
11,748
+13
+0.1% +$943 1.04% 44
2021
Q4
$797K Buy
+11,735
New +$797K 0.93% 51