Norwood Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $298K | Hold |
4,158
| – | – | 0.43% | 51 |
|
|
2023
Q4 | $292K | Hold |
4,158
| – | – | 0.44% | 52 |
|
|
2023
Q3 | $269K | Hold |
4,158
| – | – | 0.44% | 55 |
|
|
2023
Q2 | $292K | Hold |
4,158
| – | – | 0.44% | 53 |
|
|
2023
Q1 | $289K | Hold |
4,158
| – | – | 0.46% | 55 |
|
|
2022
Q4 | $297K | Hold |
4,158
| – | – | 0.47% | 54 |
|
|
2022
Q3 | $283K | Hold |
4,158
| – | – | 0.5% | 51 |
|
|
2022
Q2 | $297K | Hold |
4,158
| – | – | 0.51% | 52 |
|
|
2022
Q1 | $302K | Hold |
4,158
| – | – | 0.44% | 57 |
|
|
2021
Q4 | $286K | Buy |
+4,158
| New | +$286K | 0.4% | 62 |
|