LPL Financial’s The Southern Company SOLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,835
| Closed | -$203K | – | 4540 |
|
|
2022
Q2 | $203K | Hold |
3,835
| – | – | ﹤0.01% | 3909 |
|
|
2022
Q1 | $209K | Sell |
3,835
-54,805
| -93% | -$2.99M | ﹤0.01% | 3794 |
|
|
2021
Q4 | $3.15M | Sell |
58,640
-1,035
| -2% | -$55.7K | ﹤0.01% | 1740 |
|
|
2021
Q3 | $3.03M | Buy |
59,675
+1,030
| +2% | +$52.4K | ﹤0.01% | 1729 |
|
|
2021
Q2 | $2.97M | Sell |
58,645
-800
| -1% | -$40.5K | ﹤0.01% | 1690 |
|
|
2021
Q1 | $3.04M | Buy |
59,445
+15,150
| +34% | +$775K | ﹤0.01% | 1563 |
|
|
2020
Q4 | $2.3M | Buy |
44,295
+870
| +2% | +$45.2K | ﹤0.01% | 1582 |
|
|
2020
Q3 | $2.01M | Sell |
43,425
-250
| -0.6% | -$11.6K | ﹤0.01% | 1447 |
|
|
2020
Q2 | $1.93M | Buy |
43,675
+1,225
| +3% | +$54K | ﹤0.01% | 1362 |
|
|
2020
Q1 | $1.96M | Buy |
42,450
+11,100
| +35% | +$511K | ﹤0.01% | 1203 |
|
|
2019
Q4 | $1.68M | Buy |
31,350
+25,450
| +431% | +$1.36M | ﹤0.01% | 1472 |
|
|
2019
Q3 | $316K | Buy |
+5,900
| New | +$316K | ﹤0.01% | 2632 |
|