Householder Group Estate & Retirement Specialist’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 | $71K | Sell |
870
-725
| -45% | -$59.2K | 0.05% | 188 |
|
|
2024
Q3 | $143K | Buy |
1,595
+7
| +0.4% | +$628 | 0.04% | 304 |
|
|
2024
Q2 | $123K | Hold |
1,588
| – | – | 0.03% | 313 |
|
|
2024
Q1 | $114K | Sell |
1,588
-60
| -4% | -$4.31K | 0.03% | 325 |
|
|
2023
Q4 | $115K | Buy |
1,648
+551
| +50% | +$38.5K | 0.04% | 307 |
|
|
2023
Q3 | $71.1K | Buy |
+1,097
| New | +$71.1K | 0.03% | 386 |
|
|
2023
Q1 | $76K | Buy |
+1,098
| New | +$76K | 0.03% | 360 |
|
|
2022
Q4 | – | Sell |
-1,097
| Closed | -$74K | – | 1005 |
|
|
2022
Q3 | $74K | Buy |
+1,097
| New | +$74K | 0.03% | 320 |
|