IF
Insight Folios’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.72M | Buy |
96,698
+2,802
| +3% | +$253K | 3.11% | 4 |
|
|
2024
Q2 | $7.28M | Sell |
93,896
-245
| -0.3% | -$19K | 2.99% | 7 |
|
|
2024
Q1 | $6.75M | Buy |
94,141
+1,886
| +2% | +$135K | 2.73% | 12 |
|
|
2023
Q4 | $6.47M | Buy |
92,255
+3,919
| +4% | +$275K | 2.8% | 14 |
|
|
2023
Q3 | $5.72M | Sell |
88,336
-10,166
| -10% | -$658K | 2.79% | 14 |
|
|
2023
Q2 | $6.92M | Buy |
98,502
+3,453
| +4% | +$243K | 2.9% | 11 |
|
|
2023
Q1 | $6.61M | Buy |
95,049
+3,510
| +4% | +$244K | 2.93% | 14 |
|
|
2022
Q4 | $6.54M | Buy |
91,539
+1,272
| +1% | +$90.8K | 2.95% | 12 |
|
|
2022
Q3 | $6.14M | Buy |
90,267
+1,709
| +2% | +$116K | 3.12% | 10 |
|
|
2022
Q2 | $6.32M | Buy |
88,558
+4,776
| +6% | +$341K | 3% | 8 |
|
|
2022
Q1 | $6.08M | Buy |
83,782
+4,985
| +6% | +$361K | 2.71% | 11 |
|
|
2021
Q4 | $5.4M | Buy |
78,797
+2,184
| +3% | +$150K | 2.53% | 14 |
|
|
2021
Q3 | $4.75M | Buy |
76,613
+11,507
| +18% | +$713K | 2.61% | 19 |
|
|
2021
Q2 | $3.94M | Buy |
65,106
+3,456
| +6% | +$209K | 2.32% | 28 |
|
|
2021
Q1 | $3.83M | Buy |
61,650
+1,027
| +2% | +$63.8K | 2.62% | 26 |
|
|
2020
Q4 | $3.72M | Buy |
60,623
+3,342
| +6% | +$205K | 2.77% | 17 |
|
|
2020
Q3 | $3.11M | Buy |
57,281
+584
| +1% | +$31.7K | 2.88% | 22 |
|
|
2020
Q2 | $2.94M | Sell |
56,697
-8,926
| -14% | -$463K | 2.82% | 25 |
|
|
2020
Q1 | $3.55M | Buy |
65,623
+2,801
| +4% | +$152K | 4.06% | 7 |
|
|
2019
Q4 | $4M | Buy |
+62,822
| New | +$4M | 3.55% | 6 |
|