Horizon Bancorp’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-668
| Closed | -$47K | – | 246 |
|
|
2023
Q4 | $47K | Hold |
668
| – | – | 0.02% | 147 |
|
|
2023
Q3 | $43K | Sell |
668
-1,132
| -63% | -$72.9K | 0.03% | 136 |
|
|
2023
Q2 | $126K | Buy |
+1,800
| New | +$126K | 0.08% | 60 |
|
|
2023
Q1 | – | Sell |
-425
| Closed | -$30K | – | 214 |
|
|
2022
Q4 | $30K | Buy |
+425
| New | +$30K | 0.02% | 141 |
|
|
2020
Q3 | $23K | Hold |
425
| – | – | 0.03% | 177 |
|
|
2020
Q2 | $22K | Hold |
425
| – | – | 0.02% | 185 |
|
|
2020
Q1 | $23K | Sell |
425
-5,000
| -92% | -$271K | 0.04% | 200 |
|
|
2019
Q4 | $346K | Buy |
+5,425
| New | +$346K | 0.32% | 87 |
|