Insight Folios’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.72M | Buy |
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|
2024
Q2 | $7.28M | Sell |
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|
2024
Q1 | $6.75M | Buy |
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|
2023
Q4 | $6.47M | Buy |
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|
2023
Q3 | $5.72M | Sell |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $6.61M | Buy |
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|
2022
Q4 | $6.54M | Buy |
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|
2022
Q3 | $6.14M | Buy |
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|
2022
Q2 | $6.32M | Buy |
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|
2022
Q1 | $6.08M | Buy |
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|
2021
Q4 | $5.4M | Buy |
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|
2021
Q3 | $4.75M | Buy |
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|
2021
Q2 | $3.94M | Buy |
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|
2021
Q1 | $3.83M | Buy |
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|
2020
Q4 | $3.72M | Buy |
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|
2020
Q3 | $3.11M | Buy |
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|
2020
Q2 | $2.94M | Sell |
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|
2020
Q1 | $3.55M | Buy |
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|
2019
Q4 | $4M | Buy |
|