Resurgent Financial Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-718
| Closed | -$50.3K | – | 431 |
|
|
2023
Q4 | $50.3K | Buy |
718
+3
| +0.4% | +$210 | 0.03% | 332 |
|
|
2023
Q3 | $46.3K | Buy |
715
+1
| +0.1% | +$65 | 0.03% | 336 |
|
|
2023
Q2 | $50.2K | Sell |
714
-220
| -24% | -$15.5K | 0.03% | 326 |
|
|
2023
Q1 | $65K | Sell |
934
-2,834
| -75% | -$197K | 0.04% | 290 |
|
|
2022
Q4 | $269K | Buy |
+3,768
| New | +$269K | 0.14% | 151 |
|