Lehman & Derafelo Financial Resources’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $299K | Sell |
4,193
-46
| -1% | -$3.29K | 0.09% | 89 |
|
|
2022
Q3 | $288K | Sell |
4,239
-1,454
| -26% | -$98.8K | 0.09% | 75 |
|
|
2022
Q2 | $406K | Buy |
5,693
+400
| +8% | +$28.5K | 0.13% | 67 |
|
|
2022
Q1 | $384K | Buy |
5,293
+1,500
| +40% | +$109K | 0.11% | 76 |
|
|
2021
Q4 | $260K | Hold |
3,793
| – | – | 0.08% | 90 |
|
|
2021
Q3 | $235K | Sell |
3,793
-1,500
| -28% | -$92.9K | 0.08% | 90 |
|
|
2021
Q2 | $320K | Sell |
5,293
-460
| -8% | -$27.8K | 0.09% | 87 |
|
|
2021
Q1 | $358K | Buy |
5,753
+460
| +9% | +$28.6K | 0.1% | 83 |
|
|
2020
Q4 | $325K | Hold |
5,293
| – | – | 0.1% | 82 |
|
|
2020
Q3 | $287K | Sell |
5,293
-21
| -0.4% | -$1.14K | 0.09% | 75 |
|
|
2020
Q2 | $276K | Sell |
5,314
-6
| -0.1% | -$312 | 0.1% | 73 |
|
|
2020
Q1 | $288K | Buy |
5,320
+500
| +10% | +$27.1K | 0.12% | 72 |
|
|
2019
Q4 | $307K | Buy |
4,820
+6
| +0.1% | +$382 | 0.11% | 77 |
|
|
2019
Q3 | $297K | Buy |
4,814
+21
| +0.4% | +$1.3K | 0.11% | 76 |
|
|
2019
Q2 | $270K | Buy |
+4,793
| New | +$270K | 0.11% | 81 |
|