Quintet Private Bank (Europe)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,051
| Closed | -$93.2K | – | 212 |
|
|
2024
Q2 | $93.2K | Sell |
1,051
-688
| -40% | -$61K | 0.01% | 142 |
|
|
2024
Q1 | $143K | Sell |
1,739
-261
| -13% | -$21.4K | 0.01% | 153 |
|
|
2023
Q4 | $140K | Hold |
2,000
| – | – | 0.01% | 124 |
|
|
2023
Q3 | $129K | Buy |
2,000
+17
| +0.9% | +$1.1K | 0.01% | 144 |
|
|
2023
Q2 | $140K | Sell |
1,983
-19
| -0.9% | -$1.34K | 0.01% | 164 |
|
|
2023
Q1 | $139K | Buy |
+2,002
| New | +$139K | 0.01% | 161 |
|
|
2022
Q2 | $140K | Buy |
+1,983
| New | +$140K | 0.01% | 164 |
|