Kelly Financial Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-295
| Closed | -$22.9K | – | 655 |
|
|
2024
Q2 | $22.9K | Buy |
295
+3
| +1% | +$233 | 0.01% | 313 |
|
|
2024
Q1 | $21K | Buy |
292
+3
| +1% | +$215 | 0.01% | 319 |
|
|
2023
Q4 | $20.3K | Buy |
289
+3
| +1% | +$210 | 0.01% | 306 |
|
|
2023
Q3 | $18.5K | Buy |
286
+3
| +1% | +$194 | 0.01% | 291 |
|
|
2023
Q2 | $19.9K | Buy |
283
+2
| +0.7% | +$141 | 0.01% | 288 |
|
|
2023
Q1 | $19.5K | Buy |
281
+3
| +1% | +$208 | 0.01% | 279 |
|
|
2022
Q4 | $19.8K | Buy |
278
+3
| +1% | +$214 | 0.01% | 265 |
|
|
2022
Q3 | $18.7K | Buy |
275
+3
| +1% | +$204 | 0.01% | 263 |
|
|
2022
Q2 | $19.4K | Buy |
+272
| New | +$19.4K | 0.01% | 256 |
|
|
2021
Q4 | – | Sell |
-210
| Closed | -$13K | – | 703 |
|
|
2021
Q3 | $13K | Sell |
210
-12,383
| -98% | -$768K | 0.01% | 299 |
|
|
2021
Q2 | $208K | Buy |
12,593
+12,387
| +6,013% | +$205K | 0.01% | 293 |
|
|
2021
Q1 | $12.8K | Buy |
+206
| New | +$12.8K | 0.01% | 269 |
|