Redwood Financial Network’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,737
| Closed | -$333K | – | 152 |
|
|
2023
Q2 | $333K | Buy |
4,737
+16
| +0.3% | +$1.12K | 0.31% | 97 |
|
|
2023
Q1 | $328K | Buy |
4,721
+17
| +0.4% | +$1.18K | 0.33% | 99 |
|
|
2022
Q4 | $336K | Buy |
4,704
+15
| +0.3% | +$1.07K | 0.38% | 88 |
|
|
2022
Q3 | $319K | Buy |
4,689
+14
| +0.3% | +$952 | 0.36% | 88 |
|
|
2022
Q2 | $333K | Buy |
4,675
+14
| +0.3% | +$997 | 0.36% | 90 |
|
|
2022
Q1 | $338K | Buy |
+4,661
| New | +$338K | 0.31% | 100 |
|