Private Advisory Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,770
| Closed | -$1.6M | – | 228 |
|
|
2023
Q3 | $1.6M | Sell |
24,770
-692
| -3% | -$44.8K | 0.32% | 80 |
|
|
2023
Q2 | $1.79M | Sell |
25,462
-220
| -0.9% | -$15.5K | 0.35% | 68 |
|
|
2023
Q1 | $1.79M | Buy |
25,682
+5,567
| +28% | +$387K | 0.38% | 65 |
|
|
2022
Q4 | $1.44M | Sell |
20,115
-552
| -3% | -$39.4K | 0.31% | 73 |
|
|
2022
Q3 | $1.41M | Buy |
20,667
+12,496
| +153% | +$850K | 0.32% | 73 |
|
|
2022
Q2 | $583K | Sell |
8,171
-318
| -4% | -$22.7K | 0.13% | 99 |
|
|
2022
Q1 | $616K | Buy |
+8,489
| New | +$616K | 0.12% | 107 |
|