Mitsubishi UFJ Morgan Stanley Securities’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40
| Closed | -$3K | – | 167 |
|
|
2022
Q4 | $3K | Sell |
40
-1,990
| -98% | -$149K | 0.03% | 174 |
|
|
2022
Q3 | $138K | Buy |
2,030
+1,940
| +2,156% | +$132K | 1.86% | 8 |
|
|
2022
Q2 | $6K | Hold |
90
| – | – | 0.01% | 138 |
|
|
2022
Q1 | $7K | Sell |
90
-270
| -75% | -$21K | 0.01% | 142 |
|
|
2021
Q4 | $25K | Sell |
360
-360
| -50% | -$25K | 0.01% | 121 |
|
|
2021
Q3 | $45K | Buy |
+720
| New | +$45K | 0.04% | 74 |
|
|
2014
Q4 | $10K | Sell |
200
-420
| -68% | -$21K | 0.02% | 209 |
|
|
2014
Q3 | $27K | Buy |
+620
| New | +$27K | 0.08% | 104 |
|
|
2014
Q2 | – | Sell |
-770
| Closed | -$34K | – | 287 |
|
|
2014
Q1 | $34K | Buy |
+770
| New | +$34K | 0.09% | 82 |
|