RPG
Resource Planning Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,186
| Closed | -$228K | – | 66 |
|
|
2022
Q4 | $228K | Sell |
3,186
-1,194
| -27% | -$85.3K | 0.18% | 58 |
|
|
2022
Q3 | $298K | Sell |
4,380
-7
| -0.2% | -$476 | 0.26% | 56 |
|
|
2022
Q2 | $313K | Sell |
4,387
-6
| -0.1% | -$428 | 0.26% | 54 |
|
|
2022
Q1 | $319K | Buy |
4,393
+56
| +1% | +$4.07K | 0.23% | 54 |
|
|
2021
Q4 | $297K | Sell |
4,337
-11
| -0.3% | -$753 | 0.2% | 56 |
|
|
2021
Q3 | $269K | Sell |
4,348
-5,475
| -56% | -$339K | 0.17% | 68 |
|
|
2021
Q2 | $594K | Buy |
9,823
+574
| +6% | +$34.7K | 0.34% | 43 |
|
|
2021
Q1 | $575K | Buy |
9,249
+37
| +0.4% | +$2.3K | 0.38% | 42 |
|
|
2020
Q4 | $566K | Buy |
9,212
+2,746
| +42% | +$169K | 0.4% | 40 |
|
|
2020
Q3 | $351K | Sell |
6,466
-631
| -9% | -$34.3K | 0.27% | 49 |
|
|
2020
Q2 | $368K | Sell |
7,097
-709
| -9% | -$36.8K | 0.28% | 43 |
|
|
2020
Q1 | $423K | Sell |
7,806
-745
| -9% | -$40.4K | 0.37% | 36 |
|
|
2019
Q4 | $545K | Sell |
8,551
-325
| -4% | -$20.7K | 0.31% | 33 |
|
|
2019
Q3 | $548K | Buy |
8,876
+33
| +0.4% | +$2.04K | 0.32% | 34 |
|
|
2019
Q2 | $489K | Buy |
8,843
+892
| +11% | +$49.3K | 0.29% | 37 |
|
|
2019
Q1 | $411K | Sell |
7,951
-13
| -0.2% | -$672 | 0.27% | 34 |
|
|
2018
Q4 | $350K | Sell |
7,964
-909
| -10% | -$39.9K | 0.26% | 35 |
|
|
2018
Q3 | $387K | Buy |
+8,873
| New | +$387K | 0.3% | 27 |
|