Kenfarb & Co’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 | $281K | Hold |
4,345
| – | – | 0.26% | 85 |
|
|
2023
Q2 | $305K | Hold |
4,345
| – | – | 0.27% | 85 |
|
|
2023
Q1 | $302K | Hold |
4,345
| – | – | 0.27% | 86 |
|
|
2022
Q4 | $310K | Hold |
4,345
| – | – | 0.28% | 84 |
|
|
2022
Q3 | $295K | Hold |
4,345
| – | – | 0.28% | 80 |
|
|
2022
Q2 | $315K | Hold |
4,345
| – | – | 0.25% | 88 |
|
|
2022
Q1 | $315K | Hold |
4,345
| – | – | 0.25% | 88 |
|
|
2021
Q4 | $298K | Buy |
+4,345
| New | +$298K | 0.22% | 91 |
|