Pine Valley Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $786K | Hold |
9,544
| – | – | 0.05% | 257 |
|
|
2024
Q3 | $861K | Sell |
9,544
-6
| -0.1% | -$541 | 0.05% | 245 |
|
|
2024
Q2 | $741K | Hold |
9,550
| – | – | 0.05% | 248 |
|
|
2024
Q1 | $685K | Sell |
9,550
-276
| -3% | -$19.8K | 0.05% | 248 |
|
|
2023
Q4 | $689K | Buy |
9,826
+5
| +0.1% | +$351 | 0.05% | 245 |
|
|
2023
Q3 | $636K | Buy |
9,821
+1,365
| +16% | +$88.3K | 0.06% | 252 |
|
|
2023
Q2 | $594K | Buy |
8,456
+470
| +6% | +$33K | 0.06% | 231 |
|
|
2023
Q1 | $594K | Buy |
+7,986
| New | +$594K | 0.09% | 164 |
|