Psagot Value Holdings’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 470 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 597 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$1K | – | 615 |
|
|
2023
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 475 |
|
|
2019
Q1 | – | Sell |
-2,100
| Closed | -$92K | – | 468 |
|
|
2018
Q4 | $92K | Sell |
2,100
-810
| -28% | -$35.5K | ﹤0.01% | 324 |
|
|
2018
Q3 | $127K | Buy |
+2,910
| New | +$127K | 0.01% | 254 |
|
|
2017
Q2 | – | Sell |
-1,300
| Closed | -$65K | – | 344 |
|
|
2017
Q1 | $65K | Hold |
1,300
| – | – | ﹤0.01% | 266 |
|
|
2016
Q4 | $64K | Buy |
+1,300
| New | +$64K | ﹤0.01% | 261 |
|