Imprint Wealth’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 | $2.59M | Buy |
36,371
+8,468
| +30% | +$602K | 0.63% | 37 |
|
|
2023
Q4 | $1.96M | Sell |
27,903
-425
| -2% | -$29.8K | 1.57% | 13 |
|
|
2023
Q3 | $1.83M | Buy |
28,328
+579
| +2% | +$37.5K | 1.55% | 12 |
|
|
2023
Q2 | $1.95M | Sell |
27,749
-5,068
| -15% | -$356K | 1.23% | 18 |
|
|
2023
Q1 | $2.28M | Buy |
+32,817
| New | +$2.28M | 1.5% | 14 |
|