Renasant Bank’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,905
Closed -$208K 198
2024
Q1
$208K Sell
2,905
-316
-10% -$22.7K 0.15% 174
2023
Q4
$226K Sell
3,221
-1,779
-36% -$125K 0.18% 149
2023
Q3
$324K Buy
5,000
+85
+2% +$5.5K 0.27% 114
2023
Q2
$345K Sell
4,915
-1,542
-24% -$108K 0.28% 111
2023
Q1
$449K Buy
6,457
+33
+0.5% +$2.3K 0.35% 95
2022
Q4
$459K Sell
6,424
-534
-8% -$38.1K 0.35% 97
2022
Q3
$473K Sell
6,958
-966
-12% -$65.7K 0.42% 86
2022
Q2
$565K Sell
7,924
-933
-11% -$66.5K 0.46% 71
2022
Q1
$642K Buy
8,857
+1,450
+20% +$105K 0.43% 70
2021
Q4
$508K Buy
7,407
+1,785
+32% +$122K 0.35% 90
2021
Q3
$348K Sell
5,622
-37
-0.7% -$2.29K 0.28% 110
2021
Q2
$342K Buy
5,659
+841
+17% +$50.8K 0.26% 123
2021
Q1
$299K Sell
4,818
-867
-15% -$53.8K 0.24% 133
2020
Q4
$349K Buy
+5,685
New +$349K 0.29% 117