Retirement Group’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 | $6.12K | Buy |
85
+1
| +1% | +$72 | ﹤0.01% | 537 |
|
|
2023
Q4 | $5.92K | Sell |
84
-103
| -55% | -$7.26K | ﹤0.01% | 511 |
|
|
2023
Q3 | $21.1K | Buy |
187
+104
| +125% | +$11.8K | 0.01% | 310 |
|
|
2023
Q2 | $5.81K | Sell |
83
-102
| -55% | -$7.14K | ﹤0.01% | 491 |
|
|
2023
Q1 | $22K | Buy |
185
+1
| +0.5% | +$119 | 0.01% | 294 |
|
|
2022
Q4 | $21K | Buy |
184
+104
| +130% | +$11.9K | 0.01% | 271 |
|
|
2022
Q3 | $5K | Sell |
80
-100
| -56% | -$6.25K | ﹤0.01% | 339 |
|
|
2022
Q2 | $20K | Sell |
180
-299
| -62% | -$33.2K | 0.01% | 324 |
|
|
2022
Q1 | $50K | Hold |
479
| – | – | 0.02% | 232 |
|
|
2021
Q4 | $60K | Buy |
479
+2
| +0.4% | +$251 | 0.03% | 208 |
|
|
2021
Q3 | $53K | Buy |
477
+100
| +27% | +$11.1K | 0.02% | 219 |
|
|
2021
Q2 | $23K | Buy |
377
+1
| +0.3% | +$61 | 0.01% | 311 |
|
|
2021
Q1 | $23K | Sell |
376
-71
| -16% | -$4.34K | 0.01% | 364 |
|
|
2020
Q4 | $27K | Buy |
447
+300
| +204% | +$18.1K | 0.01% | 331 |
|
|
2020
Q3 | $8K | Hold |
147
| – | – | ﹤0.01% | 437 |
|
|
2020
Q2 | $8K | Buy |
+147
| New | +$8K | 0.01% | 410 |
|
|
2019
Q4 | $14K | Buy |
+214
| New | +$14K | 0.01% | 364 |
|