Migdal Insurance & Financial Holdings’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-192
| Closed | -$16K | – | 480 |
|
|
2024
Q4 | $16K | Buy |
+192
| New | +$16K | ﹤0.01% | 295 |
|
|
2022
Q3 | – | Sell |
-1,960
| Closed | -$140K | – | 602 |
|
|
2022
Q2 | $140K | Buy |
1,960
+275
| +16% | +$19.6K | ﹤0.01% | 269 |
|
|
2022
Q1 | $122K | Sell |
1,685
-129
| -7% | -$9.34K | ﹤0.01% | 326 |
|
|
2021
Q4 | $124K | Buy |
1,814
+80
| +5% | +$5.47K | ﹤0.01% | 338 |
|
|
2021
Q3 | $107K | Buy |
1,734
+305
| +21% | +$18.8K | ﹤0.01% | 346 |
|
|
2021
Q2 | $86K | Buy |
1,429
+211
| +17% | +$12.7K | ﹤0.01% | 421 |
|
|
2021
Q1 | $76K | Buy |
+1,218
| New | +$76K | ﹤0.01% | 500 |
|
|
2020
Q4 | – | Sell |
-1,317
| Closed | -$71K | – | 722 |
|
|
2020
Q3 | $71K | Sell |
1,317
-157
| -11% | -$8.46K | ﹤0.01% | 521 |
|
|
2020
Q2 | $76K | Sell |
1,474
-9
| -0.6% | -$464 | ﹤0.01% | 456 |
|
|
2020
Q1 | $80K | Sell |
1,483
-2,349
| -61% | -$127K | ﹤0.01% | 420 |
|
|
2019
Q4 | $244K | Buy |
3,832
+248
| +7% | +$15.8K | ﹤0.01% | 378 |
|
|
2019
Q3 | $221K | Buy |
3,584
+281
| +9% | +$17.3K | ﹤0.01% | 456 |
|
|
2019
Q2 | $183K | Buy |
3,303
+871
| +36% | +$48.3K | ﹤0.01% | 486 |
|
|
2019
Q1 | $126K | Buy |
2,432
+1,712
| +238% | +$88.7K | ﹤0.01% | 481 |
|
|
2018
Q4 | $32K | Sell |
720
-99
| -12% | -$4.4K | ﹤0.01% | 592 |
|
|
2018
Q3 | $36K | Sell |
819
-173
| -17% | -$7.6K | ﹤0.01% | 717 |
|
|
2018
Q2 | $46K | Sell |
992
-68
| -6% | -$3.15K | ﹤0.01% | 655 |
|
|
2018
Q1 | $47K | Buy |
1,060
+266
| +34% | +$11.8K | ﹤0.01% | 445 |
|
|
2017
Q4 | $38K | Sell |
794
-64,309
| -99% | -$3.08M | ﹤0.01% | 433 |
|
|
2017
Q3 | $5.06M | Buy |
65,103
+64,674
| +15,076% | +$5.03M | 0.12% | 122 |
|
|
2017
Q2 | $21K | Buy |
429
+7
| +2% | +$343 | ﹤0.01% | 415 |
|
|
2017
Q1 | $21K | Buy |
422
+227
| +116% | +$11.3K | ﹤0.01% | 417 |
|
|
2016
Q4 | $10K | Buy |
+195
| New | +$10K | ﹤0.01% | 393 |
|