Kowal Investment Group’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 | $856K | Buy |
9,496
+340
| +4% | +$30.7K | 0.16% | 86 |
|
|
2024
Q2 | $710K | Buy |
9,156
+680
| +8% | +$52.8K | 0.14% | 87 |
|
|
2024
Q1 | $608K | Buy |
8,476
+589
| +7% | +$42.3K | 0.13% | 89 |
|
|
2023
Q4 | $553K | Buy |
7,887
+490
| +7% | +$34.4K | 0.13% | 86 |
|
|
2023
Q3 | $479K | Buy |
7,397
+292
| +4% | +$18.9K | 0.13% | 86 |
|
|
2023
Q2 | $499K | Buy |
7,105
+405
| +6% | +$28.5K | 0.13% | 83 |
|
|
2023
Q1 | $466K | Buy |
6,700
+964
| +17% | +$67.1K | 0.13% | 81 |
|
|
2022
Q4 | $410K | Buy |
5,736
+147
| +3% | +$10.5K | 0.12% | 93 |
|
|
2022
Q3 | $380K | Buy |
5,589
+620
| +12% | +$42.2K | 0.13% | 84 |
|
|
2022
Q2 | $354K | Buy |
+4,969
| New | +$354K | 0.12% | 90 |
|
|
2021
Q4 | – | Sell |
-1,118
| Closed | -$69K | – | 815 |
|
|
2021
Q3 | $69K | Buy |
+1,118
| New | +$69K | 0.02% | 207 |
|