Juncture Wealth Strategies’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
Q2 | – | Sell |
-5,766
| Closed | -$414K | – | 123 |
|
|
2024
Q1 | $414K | Sell |
5,766
-3,009
| -34% | -$208K | 0.18% | 73 |
|
|
2023
Q4 | $615K | Sell |
8,775
-300
| -3% | -$20.6K | 0.28% | 66 |
|
|
2023
Q3 | $587K | Sell |
9,075
-100
| -1% | -$6.94K | 0.29% | 74 |
|
|
2023
Q2 | $645K | Buy |
9,175
+200
| +2% | +$14.3K | 0.3% | 69 |
|
|
2023
Q1 | $624K | Sell |
8,975
-3,213
| -26% | -$216K | 0.31% | 64 |
|
|
2022
Q4 | $870K | Sell |
12,188
-900
| -7% | -$60.2K | 0.41% | 45 |
|
|
2022
Q3 | $890K | Buy |
13,088
+1,425
| +12% | +$108K | 0.44% | 41 |
|
|
2022
Q2 | $832K | Buy |
11,663
+252
| +2% | +$18.5K | 0.41% | 43 |
|
|
2022
Q1 | $827K | Sell |
11,411
-200
| -2% | -$13.5K | 0.39% | 50 |
|
|
2021
Q4 | $796K | Buy |
11,611
+400
| +4% | +$25.5K | 0.38% | 57 |
|
|
2021
Q3 | $695K | Sell |
11,211
-64
| -0.6% | -$4.12K | 0.37% | 57 |
|
|
2021
Q2 | $735K | Buy |
11,275
+764
| +7% | +$48.9K | 0.42% | 53 |
|
|
2021
Q1 | $647K | Buy |
10,511
+500
| +5% | +$29.9K | 0.41% | 54 |
|
|
2020
Q4 | $615K | Buy |
10,011
+811
| +9% | +$48.8K | 0.39% | 58 |
|
|
2020
Q3 | $499K | Buy |
9,200
+800
| +10% | +$42.8K | 0.34% | 65 |
|
|
2020
Q2 | $436K | Buy |
8,400
+700
| +9% | +$38.9K | 0.33% | 69 |
|
|
2020
Q1 | $417K | Buy |
7,700
+600
| +8% | +$38K | 0.38% | 61 |
|
|
2019
Q4 | $452K | Buy |
7,100
+300
| +4% | +$18.6K | 0.38% | 71 |
|
|
2019
Q3 | $420K | Buy |
6,800
+1,300
| +24% | +$75.4K | 0.37% | 72 |
|
|
2019
Q2 | $304K | Buy |
5,500
+1,100
| +25% | +$58.9K | 0.24% | 96 |
|
|
2019
Q1 | $227K | Sell |
4,400
-16,238
| -79% | -$796K | 0.18% | 106 |
|
|
2018
Q4 | $906K | Sell |
20,638
-2,900
| -12% | -$132K | 0.61% | 42 |
|
|
2018
Q3 | $1.03M | Sell |
23,538
-300
| -1% | -$13.8K | 0.54% | 47 |
|
|
2018
Q2 | $1.1M | Buy |
23,838
+300
| +1% | +$13.4K | 0.59% | 41 |
|
|
2018
Q1 | $1.05M | Hold |
23,538
| – | – | 0.59% | 40 |
|
|
2017
Q4 | $1.13M | Sell |
23,538
-700
| -3% | -$35.7K | 0.64% | 40 |
|
|
2017
Q3 | $1.19M | Sell |
24,238
-500
| -2% | -$24.2K | 0.67% | 39 |
|
|
2017
Q2 | $1.18M | Hold |
24,738
| – | – | 0.68% | 37 |
|
|
2017
Q1 | $1.23M | Sell |
24,738
-400
| -2% | -$19.8K | 0.76% | 34 |
|
|
2016
Q4 | $1.24M | Buy |
25,138
+272
| +1% | +$13.4K | 0.86% | 31 |
|
|
2016
Q3 | $1.28M | Buy |
24,866
+12,566
| +102% | +$662K | 0.86% | 35 |
|
|
2016
Q2 | $660K | Sell |
12,300
-200
| -2% | -$10.1K | 0.47% | 50 |
|
|
2016
Q1 | $647K | Sell |
12,500
-200
| -2% | -$9.74K | 0.49% | 57 |
|
|
2015
Q4 | $594K | Buy |
12,700
+1,200
| +10% | +$54.4K | 0.46% | 56 |
|
|
2015
Q3 | $514K | Buy |
11,500
+4,600
| +67% | +$202K | 0.42% | 59 |
|
|
2015
Q2 | $289K | Buy |
6,900
+1,400
| +25% | +$61K | 0.24% | 66 |
|
|
2015
Q1 | $244K | Buy |
+5,500
| New | +$261K | 0.2% | 66 |
|
Other funds holding SO
