Johnson Midwest Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $23.6K | Hold |
365
| – | – | 0.05% | 127 |
|
|
2023
Q2 | $25.6K | Buy |
365
+4
| +1% | +$281 | 0.02% | 125 |
|
|
2023
Q1 | $25.2K | Buy |
361
+3
| +0.8% | +$209 | 0.04% | 127 |
|
|
2022
Q4 | $26K | Buy |
358
+4
| +1% | +$291 | 0.1% | 121 |
|
|
2022
Q3 | $24 | Buy |
354
+3
| +0.9% | – | 0.09% | 122 |
|
|
2022
Q2 | $25K | Buy |
+351
| New | +$25K | 0.03% | 116 |
|