Menard Financial Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,082
| Closed | -$254K | – | 166 |
|
|
2021
Q1 | $254K | Buy |
4,082
+114
| +3% | +$7.09K | 0.27% | 120 |
|
|
2020
Q4 | $244K | Sell |
3,968
-647
| -14% | -$39.8K | 0.26% | 121 |
|
|
2020
Q3 | $250K | Sell |
4,615
-557
| -11% | -$30.2K | 0.29% | 114 |
|
|
2020
Q2 | $268K | Buy |
+5,172
| New | +$268K | 0.34% | 75 |
|
|
2020
Q1 | – | Sell |
-13,095
| Closed | -$835K | – | 102 |
|
|
2019
Q4 | $835K | Buy |
+13,095
| New | +$835K | 0.8% | 40 |
|