ICA Group Wealth Management’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 | $182K | Sell |
2,346
-9,918
| -81% | -$769K | 0.11% | 104 |
|
|
2024
Q1 | $880K | Buy |
12,264
+4,593
| +60% | +$329K | 0.18% | 111 |
|
|
2023
Q4 | $538K | Buy |
7,671
+1,254
| +20% | +$87.9K | 0.12% | 148 |
|
|
2023
Q3 | $415K | Buy |
6,417
+1,404
| +28% | +$90.9K | 0.12% | 149 |
|
|
2023
Q2 | $352K | Sell |
5,013
-43,441
| -90% | -$3.05M | 0.09% | 166 |
|
|
2023
Q1 | $3.37M | Buy |
48,454
+516
| +1% | +$35.9K | 0.8% | 24 |
|
|
2022
Q4 | $3.42M | Buy |
47,938
+34,170
| +248% | +$2.44M | 0.8% | 24 |
|
|
2022
Q3 | $936K | Buy |
13,768
+2
| +0% | +$136 | 0.2% | 119 |
|
|
2022
Q2 | $1.1M | Buy |
13,766
+1,202
| +10% | +$96.3K | 0.21% | 113 |
|
|
2022
Q1 | $947K | Buy |
+12,564
| New | +$947K | 0.18% | 129 |
|