Private Capital Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $116K | Sell |
1,630
-202
| -11% | -$14.4K | 0.09% | 235 |
|
|
2022
Q1 | $133K | Buy |
1,832
+34
| +2% | +$2.47K | 0.03% | 330 |
|
|
2021
Q4 | $123K | Sell |
1,798
-167
| -8% | -$11.4K | 0.03% | 362 |
|
|
2021
Q3 | $122K | Buy |
1,965
+81
| +4% | +$5.03K | 0.03% | 351 |
|
|
2021
Q2 | $114K | Sell |
1,884
-29
| -2% | -$1.76K | 0.03% | 370 |
|
|
2021
Q1 | $119K | Sell |
1,913
-1,169
| -38% | -$72.7K | 0.03% | 336 |
|
|
2020
Q4 | $189K | Sell |
3,082
-1,047
| -25% | -$64.2K | 0.03% | 324 |
|
|
2020
Q3 | $224K | Buy |
4,129
+15
| +0.4% | +$814 | 0.05% | 254 |
|
|
2020
Q2 | $213K | Buy |
4,114
+280
| +7% | +$14.5K | 0.05% | 268 |
|
|
2020
Q1 | $208K | Sell |
3,834
-2,686
| -41% | -$146K | 0.05% | 242 |
|
|
2019
Q4 | $415K | Sell |
6,520
-936
| -13% | -$59.6K | 0.09% | 143 |
|
|
2019
Q3 | $461K | Buy |
7,456
+1,429
| +24% | +$88.4K | 0.08% | 149 |
|
|
2019
Q2 | $279K | Sell |
6,027
-2,301
| -28% | -$107K | 0.06% | 183 |
|
|
2019
Q1 | $430K | Buy |
8,328
+2,986
| +56% | +$154K | 0.08% | 155 |
|
|
2018
Q4 | $235K | Sell |
5,342
-986
| -16% | -$43.4K | 0.05% | 210 |
|
|
2018
Q3 | $275K | Sell |
6,328
-387
| -6% | -$16.8K | 0.06% | 204 |
|
|
2018
Q2 | $310K | Buy |
6,715
+247
| +4% | +$11.4K | 0.07% | 177 |
|
|
2018
Q1 | $289K | Buy |
6,468
+2,696
| +71% | +$120K | 0.06% | 189 |
|
|
2017
Q4 | $181 | Buy |
+3,772
| New | +$181 | 0.04% | 250 |
|