Laidlaw Wealth Management’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 | – | Sell |
-9,630
| Closed | -$676K | – | 361 |
|
|
2023
Q2 | $676K | Sell |
9,630
-415
| -4% | -$29.2K | 0.13% | 168 |
|
|
2023
Q1 | $699K | Sell |
10,045
-4,324
| -30% | -$301K | 0.14% | 163 |
|
|
2022
Q4 | $1.03M | Buy |
14,369
+243
| +2% | +$17.4K | 0.22% | 117 |
|
|
2022
Q3 | $961K | Sell |
14,126
-390
| -3% | -$26.5K | 0.22% | 116 |
|
|
2022
Q2 | $1.04M | Buy |
14,516
+8,921
| +159% | +$636K | 0.21% | 123 |
|
|
2022
Q1 | $406K | Buy |
5,595
+72
| +1% | +$5.23K | 0.07% | 251 |
|
|
2021
Q4 | $379K | Buy |
+5,523
| New | +$379K | 0.06% | 266 |
|
|
2021
Q1 | – | Sell |
-4,753
| Closed | -$292K | – | 345 |
|
|
2020
Q4 | $292K | Buy |
+4,753
| New | +$292K | 0.06% | 269 |
|