Keene & Associates’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,833
| Closed | -$1.85M | – | 82 |
|
|
2024
Q1 | $1.85M | Buy |
25,833
+257
| +1% | +$18.4K | 1.38% | 31 |
|
|
2023
Q4 | $1.79M | Buy |
25,576
+243
| +1% | +$17K | 1.49% | 30 |
|
|
2023
Q3 | $1.64M | Buy |
25,333
+258
| +1% | +$16.7K | 1.32% | 33 |
|
|
2023
Q2 | $1.76M | Buy |
25,075
+248
| +1% | +$17.4K | 1.37% | 32 |
|
|
2023
Q1 | $1.73M | Buy |
24,827
+255
| +1% | +$17.7K | 1.34% | 32 |
|
|
2022
Q4 | $1.75M | Buy |
24,572
+238
| +1% | +$17K | 1.57% | 26 |
|
|
2022
Q3 | $1.66M | Buy |
24,334
+206
| +0.9% | +$14K | 1.52% | 31 |
|
|
2022
Q2 | $1.72M | Buy |
24,128
+215
| +0.9% | +$15.3K | 1.61% | 30 |
|
|
2022
Q1 | $1.73M | Buy |
23,913
+226
| +1% | +$16.4K | 1.41% | 31 |
|
|
2021
Q4 | $1.62M | Buy |
+23,687
| New | +$1.62M | 1.4% | 31 |
|