Kestra Private Wealth Services’s The Southern Company SOLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-51,285
| Closed | -$2.8M | – | 1034 |
|
|
2022
Q1 | $2.8M | Sell |
51,285
-13,729
| -21% | -$750K | 0.14% | 165 |
|
|
2021
Q4 | $3.5M | Sell |
65,014
-1,992
| -3% | -$107K | 0.17% | 142 |
|
|
2021
Q3 | $3.42M | Sell |
67,006
-4,326
| -6% | -$221K | 0.19% | 132 |
|
|
2021
Q2 | $3.61M | Buy |
71,332
+7,020
| +11% | +$355K | 0.22% | 110 |
|
|
2021
Q1 | $3.28M | Sell |
64,312
-24,350
| -27% | -$1.24M | 0.23% | 107 |
|
|
2020
Q4 | $4.53M | Buy |
88,662
+4,204
| +5% | +$215K | 0.33% | 75 |
|
|
2020
Q3 | $3.93M | Buy |
+84,458
| New | +$3.93M | 0.34% | 73 |
|