INVST’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,602
| Closed | -$785K | – | 191 |
|
|
2022
Q4 | $785K | Sell |
11,602
-782
| -6% | -$52.9K | 0.12% | 103 |
|
|
2022
Q3 | $792K | Buy |
12,384
+1,175
| +10% | +$75.1K | 0.14% | 91 |
|
|
2022
Q2 | $878K | Buy |
11,209
+3,418
| +44% | +$268K | 0.14% | 87 |
|
|
2022
Q1 | $578K | Sell |
7,791
-79
| -1% | -$5.86K | 0.1% | 100 |
|
|
2021
Q4 | $495K | Buy |
+7,870
| New | +$495K | 0.08% | 114 |
|