NSI Retail Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,526
| Closed | -$351K | – | 37 |
|
|
2024
Q2 | $351K | Sell |
4,526
-100
| -2% | -$7.76K | 0.06% | 31 |
|
|
2024
Q1 | $332K | Sell |
4,626
-1,100
| -19% | -$78.9K | 0.05% | 37 |
|
|
2023
Q4 | $402K | Sell |
5,726
-500
| -8% | -$35.1K | 0.06% | 36 |
|
|
2023
Q3 | $403K | Sell |
6,226
-1,100
| -15% | -$71.2K | 0.09% | 30 |
|
|
2023
Q2 | $515K | Sell |
7,326
-1,200
| -14% | -$84.4K | 0.09% | 38 |
|
|
2023
Q1 | $593K | Hold |
8,526
| – | – | 0.13% | 30 |
|
|
2022
Q4 | $609K | Hold |
8,526
| – | – | 0.14% | 26 |
|
|
2022
Q3 | $580K | Hold |
8,526
| – | – | 0.17% | 21 |
|
|
2022
Q2 | $608K | Hold |
8,526
| – | – | 0.14% | 23 |
|
|
2022
Q1 | $618K | Hold |
8,526
| – | – | 0.09% | 30 |
|
|
2021
Q4 | $585K | Hold |
8,526
| – | – | 0.09% | 36 |
|
|
2021
Q3 | $528K | Hold |
8,526
| – | – | 0.09% | 36 |
|
|
2021
Q2 | $516K | Buy |
+8,526
| New | +$516K | 0.07% | 40 |
|