RA
SOLN
Rational Advisors’s The Southern Company SOLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-103,613
| Closed | -$5.49M | – | 268 |
|
|
2022
Q2 | $5.49M | Buy |
103,613
+28,500
| +38% | +$1.51M | 0.39% | 25 |
|
|
2022
Q1 | $4.1M | Buy |
75,113
+28,800
| +62% | +$1.57M | 0.24% | 38 |
|
|
2021
Q4 | $2.49M | Buy |
46,313
+11,000
| +31% | +$591K | 0.15% | 52 |
|
|
2021
Q3 | $1.8M | Hold |
35,313
| – | – | 0.14% | 57 |
|
|
2021
Q2 | $1.79M | Buy |
35,313
+8,080
| +30% | +$409K | 0.21% | 51 |
|
|
2021
Q1 | $1.39M | Hold |
27,233
| – | – | 0.26% | 72 |
|
|
2020
Q4 | $1.41M | Hold |
27,233
| – | – | 0.38% | 51 |
|
|
2020
Q3 | $1.27M | Hold |
27,233
| – | – | 0.54% | 55 |
|
|
2020
Q2 | $1.2M | Sell |
27,233
-8,200
| -23% | -$361K | 0.62% | 53 |
|
|
2020
Q1 | $1.57M | Buy |
35,433
+31,457
| +791% | +$1.4M | 1.15% | 20 |
|
|
2019
Q4 | $214K | Buy |
+3,976
| New | +$214K | 0.1% | 181 |
|