Private Portfolio Partners’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 | $283K | Buy |
3,435
+18
| +0.5% | +$1.48K | 0.05% | 241 |
|
|
2024
Q3 | $308K | Buy |
+3,417
| New | +$308K | 0.06% | 225 |
|
|
2024
Q2 | – | Sell |
-3,380
| Closed | -$242K | – | 235 |
|
|
2024
Q1 | $242K | Sell |
3,380
-138
| -4% | -$9.9K | 0.05% | 242 |
|
|
2023
Q4 | $247K | Buy |
3,518
+22
| +0.6% | +$1.54K | 0.06% | 233 |
|
|
2023
Q3 | $226K | Sell |
3,496
-200
| -5% | -$12.9K | 0.06% | 230 |
|
|
2023
Q2 | $260K | Buy |
3,696
+23
| +0.6% | +$1.62K | 0.07% | 220 |
|
|
2023
Q1 | $256K | Buy |
3,673
+24
| +0.7% | +$1.67K | 0.07% | 203 |
|
|
2022
Q4 | $261K | Buy |
3,649
+190
| +5% | +$13.6K | 0.07% | 218 |
|
|
2022
Q3 | $235K | Buy |
3,459
+19
| +0.6% | +$1.29K | 0.07% | 232 |
|
|
2022
Q2 | $245K | Buy |
3,440
+20
| +0.6% | +$1.43K | 0.07% | 229 |
|
|
2022
Q1 | $248K | Buy |
+3,420
| New | +$248K | 0.06% | 246 |
|
|
2019
Q3 | – | Sell |
-4,399
| Closed | -$243K | – | 225 |
|
|
2019
Q2 | $243K | Buy |
+4,399
| New | +$243K | 0.1% | 193 |
|