Private Ocean’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-147
| Closed | -$10.5K | – | 676 |
|
|
2024
Q1 | $10.5K | Buy |
147
+87
| +145% | +$6.24K | ﹤0.01% | 360 |
|
|
2023
Q4 | $4.21K | Hold |
60
| – | – | ﹤0.01% | 427 |
|
|
2023
Q3 | $3.88K | Hold |
60
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $4.22K | Hold |
60
| – | – | ﹤0.01% | 448 |
|
|
2023
Q1 | $4.18K | Buy |
+60
| New | +$4.18K | ﹤0.01% | 476 |
|
|
2021
Q1 | – | Sell |
-53
| Closed | -$3K | – | 603 |
|
|
2020
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 458 |
|
|
2019
Q4 | – | Sell |
-158
| Closed | -$10K | – | 608 |
|
|
2019
Q3 | $10K | Hold |
158
| – | – | ﹤0.01% | 410 |
|
|
2019
Q2 | $8K | Sell |
158
-342
| -68% | -$17.3K | ﹤0.01% | 357 |
|
|
2019
Q1 | $26K | Sell |
500
-173
| -26% | -$9K | 0.01% | 254 |
|
|
2018
Q4 | $30K | Hold |
673
| – | – | 0.01% | 203 |
|
|
2018
Q3 | $29K | Sell |
673
-470
| -41% | -$20.3K | 0.01% | 191 |
|
|
2018
Q2 | $53K | Hold |
1,143
| – | – | 0.02% | 155 |
|
|
2018
Q1 | $51K | Buy |
1,143
+1,006
| +734% | +$44.9K | 0.02% | 171 |
|
|
2017
Q4 | $7K | Buy |
+137
| New | +$7K | ﹤0.01% | 262 |
|