Operose Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-409
| Closed | -$36.9K | – | 609 |
|
|
2024
Q3 | $36.9K | Hold |
409
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $31.7K | Sell |
409
-100
| -20% | -$7.76K | 0.01% | 292 |
|
|
2024
Q1 | $36.5K | Buy |
509
+100
| +24% | +$7.17K | 0.01% | 285 |
|
|
2023
Q4 | $28.7K | Sell |
409
-1,331
| -76% | -$93.3K | 0.01% | 298 |
|
|
2023
Q3 | $113K | Buy |
1,740
+601
| +53% | +$38.9K | 0.04% | 192 |
|
|
2023
Q2 | $80K | Hold |
1,139
| – | – | 0.04% | 138 |
|
|
2023
Q1 | $79.3K | Buy |
1,139
+775
| +213% | +$53.9K | 0.04% | 131 |
|
|
2022
Q4 | $26K | Hold |
364
| – | – | 0.01% | 200 |
|
|
2022
Q3 | $25K | Buy |
364
+344
| +1,720% | +$23.6K | 0.02% | 201 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 313 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 294 |
|