Kingfisher Capital’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 | $540K | Buy |
5,993
+22
| +0.4% | +$1.98K | 0.12% | 122 |
|
|
2024
Q2 | $463K | Buy |
5,971
+25
| +0.4% | +$1.94K | 0.11% | 120 |
|
|
2024
Q1 | $427K | Buy |
5,946
+28
| +0.5% | +$2.01K | 0.1% | 124 |
|
|
2023
Q4 | $415K | Buy |
5,918
+26
| +0.4% | +$1.82K | 0.11% | 123 |
|
|
2023
Q3 | $381K | Buy |
5,892
+9
| +0.2% | +$582 | 0.1% | 123 |
|
|
2023
Q2 | $413K | Buy |
5,883
+20
| +0.3% | +$1.4K | 0.11% | 123 |
|
|
2023
Q1 | $408K | Buy |
5,863
+29
| +0.5% | +$2.02K | 0.11% | 126 |
|
|
2022
Q4 | $417K | Sell |
5,834
-182
| -3% | -$13K | 0.11% | 128 |
|
|
2022
Q3 | $409K | Buy |
+6,016
| New | +$409K | 0.11% | 126 |
|
|
2022
Q2 | – | Sell |
-2,957
| Closed | -$214K | – | 190 |
|
|
2022
Q1 | $214K | Sell |
2,957
-5,114
| -63% | -$370K | 0.06% | 170 |
|
|
2021
Q4 | $553K | Buy |
+8,071
| New | +$553K | 0.13% | 134 |
|