Rollins Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $801K | Sell |
11,424
-1,100
| -9% | -$77.1K | 0.17% | 58 |
|
|
2023
Q3 | $811K | Sell |
12,524
-1,269
| -9% | -$82.1K | 0.2% | 55 |
|
|
2023
Q2 | $969K | Sell |
13,793
-2,906
| -17% | -$204K | 0.26% | 45 |
|
|
2023
Q1 | $1.16M | Buy |
16,699
+2,511
| +18% | +$175K | 0.38% | 43 |
|
|
2022
Q4 | $1.01M | Sell |
14,188
-5,386
| -28% | -$385K | 0.38% | 41 |
|
|
2022
Q3 | $1.33M | Buy |
19,574
+134
| +0.7% | +$9.11K | 0.5% | 31 |
|
|
2022
Q2 | $1.39M | Buy |
19,440
+2,054
| +12% | +$146K | 0.49% | 31 |
|
|
2022
Q1 | $1.26M | Buy |
17,386
+2,861
| +20% | +$208K | 0.37% | 33 |
|
|
2021
Q4 | $996K | Buy |
+14,525
| New | +$996K | 0.29% | 35 |
|
|
2021
Q2 | $939K | Buy |
15,525
+6,112
| +65% | +$370K | 0.34% | 36 |
|
|
2021
Q1 | $585K | Buy |
9,413
+3,531
| +60% | +$219K | 0.25% | 49 |
|
|
2020
Q4 | $361K | Buy |
+5,882
| New | +$361K | 0.16% | 61 |
|