OQS
Occudo Quantitative Strategies’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,887
| Closed | -$2.09M | – | 874 |
|
|
2025
Q1 | $2.09M | Buy |
22,887
+8,686
| +61% | +$792K | 0.28% | 98 |
|
|
2024
Q4 | $1.17M | Buy |
+14,201
| New | +$1.17M | 0.21% | 133 |
|
|
2024
Q2 | – | Sell |
-8,642
| Closed | -$620K | – | 982 |
|
|
2024
Q1 | $620K | Buy |
+8,642
| New | +$620K | 0.11% | 256 |
|
|
2023
Q1 | – | Sell |
-22,589
| Closed | -$1.61M | – | 1182 |
|
|
2022
Q4 | $1.61M | Buy |
22,589
+2,992
| +15% | +$214K | 0.19% | 163 |
|
|
2022
Q3 | $1.33M | Buy |
+19,597
| New | +$1.33M | 0.1% | 294 |
|
|
2022
Q1 | – | Sell |
-36,205
| Closed | -$2.48M | – | 1311 |
|
|
2021
Q4 | $2.48M | Buy |
36,205
+15,873
| +78% | +$1.09M | 0.22% | 124 |
|
|
2021
Q3 | $1.26M | Buy |
+20,332
| New | +$1.26M | 0.15% | 194 |
|
|
2021
Q2 | – | Sell |
-12,463
| Closed | -$775K | – | 1037 |
|
|
2021
Q1 | $775K | Buy |
+12,463
| New | +$775K | 0.17% | 193 |
|