Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,550
| Closed | -$230K | – | 201 |
|
|
2023
Q3 | $230K | Buy |
3,550
+298
| +9% | +$19.3K | 0.06% | 178 |
|
|
2023
Q2 | $228K | Buy |
3,252
+85
| +3% | +$5.97K | 0.06% | 198 |
|
|
2023
Q1 | $220K | Sell |
3,167
-485
| -13% | -$33.7K | 0.07% | 197 |
|
|
2022
Q4 | $261K | Sell |
3,652
-453
| -11% | -$32.3K | 0.08% | 180 |
|
|
2022
Q3 | $279K | Hold |
4,105
| – | – | 0.09% | 166 |
|
|
2022
Q2 | $293K | Sell |
4,105
-72
| -2% | -$5.13K | 0.09% | 168 |
|
|
2022
Q1 | $303K | Buy |
4,177
+344
| +9% | +$24.9K | 0.07% | 171 |
|
|
2021
Q4 | $263K | Buy |
+3,833
| New | +$263K | 0.06% | 193 |
|
|
2021
Q2 | – | Sell |
-7,473
| Closed | -$465K | – | 214 |
|
|
2021
Q1 | $465K | Sell |
7,473
-527
| -7% | -$32.8K | 0.13% | 121 |
|
|
2020
Q4 | $491K | Sell |
8,000
-700
| -8% | -$43K | 0.15% | 108 |
|
|
2020
Q3 | $472K | Buy |
8,700
+37
| +0.4% | +$2.01K | 0.18% | 96 |
|
|
2020
Q2 | $449K | Sell |
8,663
-986
| -10% | -$51.1K | 0.19% | 96 |
|
|
2020
Q1 | $522K | Sell |
9,649
-3,472
| -26% | -$188K | 0.29% | 67 |
|
|
2019
Q4 | $836K | Buy |
+13,121
| New | +$836K | 0.37% | 52 |
|