Sanctuary Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $39.3K | Hold |
477
| – | – | 0.03% | 102 |
|
|
2024
Q3 | $43K | Hold |
477
| – | – | 0.03% | 109 |
|
|
2024
Q2 | $37K | Hold |
477
| – | – | 0.03% | 101 |
|
|
2024
Q1 | $34.2K | Hold |
477
| – | – | 0.03% | 105 |
|
|
2023
Q4 | $33.4K | Hold |
477
| – | – | 0.03% | 98 |
|
|
2023
Q3 | $30.9K | Hold |
477
| – | – | 0.03% | 90 |
|
|
2023
Q2 | $33.5K | Buy |
+477
| New | +$33.5K | 0.04% | 88 |
|
|
2022
Q4 | $34.1K | Buy |
+477
| New | +$34.1K | 0.04% | 80 |
|