Lee Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-977
| Closed | -$68.5K | – | 720 |
|
|
2023
Q4 | $68.5K | Buy |
977
+127
| +15% | +$8.91K | 0.01% | 205 |
|
|
2023
Q3 | $55K | Hold |
850
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $59.7K | Hold |
850
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $59.1K | Sell |
850
-18
| -2% | -$1.25K | 0.01% | 220 |
|
|
2022
Q4 | $62K | Sell |
868
-99
| -10% | -$7.07K | 0.01% | 235 |
|
|
2022
Q3 | $66K | Hold |
967
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $69K | Buy |
967
+117
| +14% | +$8.35K | 0.01% | 217 |
|
|
2022
Q1 | $62K | Buy |
850
+735
| +639% | +$53.6K | 0.01% | 225 |
|
|
2021
Q4 | $8K | Buy |
115
+15
| +15% | +$1.04K | ﹤0.01% | 543 |
|
|
2021
Q3 | $6K | Sell |
100
-225
| -69% | -$13.5K | ﹤0.01% | 481 |
|
|
2021
Q2 | $20K | Hold |
325
| – | – | ﹤0.01% | 327 |
|
|
2021
Q1 | $20K | Sell |
325
-225
| -41% | -$13.8K | ﹤0.01% | 311 |
|
|
2020
Q4 | $34K | Hold |
550
| – | – | 0.01% | 237 |
|
|
2020
Q3 | $30K | Sell |
550
-383
| -41% | -$20.9K | 0.01% | 275 |
|
|
2020
Q2 | $48K | Hold |
933
| – | – | 0.01% | 212 |
|
|
2020
Q1 | $51K | Hold |
933
| – | – | 0.02% | 171 |
|
|
2019
Q4 | $59K | Hold |
933
| – | – | 0.01% | 178 |
|
|
2019
Q3 | $58K | Hold |
933
| – | – | 0.01% | 179 |
|
|
2019
Q2 | $52K | Buy |
933
+383
| +70% | +$21.3K | 0.01% | 196 |
|
|
2019
Q1 | $28K | Buy |
550
+325
| +144% | +$16.5K | 0.01% | 227 |
|
|
2018
Q4 | $10K | Sell |
225
-424
| -65% | -$18.8K | ﹤0.01% | 289 |
|
|
2018
Q3 | $28K | Sell |
649
-817
| -56% | -$35.2K | 0.01% | 227 |
|
|
2018
Q2 | $68K | Buy |
1,466
+9
| +0.6% | +$417 | 0.02% | 240 |
|
|
2018
Q1 | $65K | Buy |
1,457
+808
| +124% | +$36K | 0.02% | 240 |
|
|
2017
Q4 | $31K | Hold |
649
| – | – | 0.01% | 219 |
|
|
2017
Q3 | $32K | Hold |
649
| – | – | 0.01% | 209 |
|
|
2017
Q2 | $31K | Hold |
649
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $32K | Hold |
649
| – | – | 0.01% | 195 |
|
|
2016
Q4 | $32K | Buy |
+649
| New | +$32K | 0.02% | 199 |
|