SFP
Sandbox Financial Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,333
| Closed | -$371K | – | 98 |
|
|
2023
Q1 | $371K | Sell |
5,333
-122
| -2% | -$8.49K | 0.22% | 61 |
|
|
2022
Q4 | $390K | Buy |
5,455
+1
| +0% | +$71 | 0.27% | 49 |
|
|
2022
Q3 | $371K | Buy |
5,454
+1
| +0% | +$68 | 0.27% | 50 |
|
|
2022
Q2 | $389K | Buy |
5,453
+1
| +0% | +$71 | 0.28% | 51 |
|
|
2022
Q1 | $395K | Sell |
5,452
-174
| -3% | -$12.6K | 0.23% | 51 |
|
|
2021
Q4 | $386K | Hold |
5,626
| – | – | 0.24% | 51 |
|
|
2021
Q3 | $349K | Hold |
5,626
| – | – | 0.25% | 57 |
|
|
2021
Q2 | $340K | Hold |
5,626
| – | – | 0.25% | 53 |
|
|
2021
Q1 | $355K | Hold |
5,626
| – | – | 0.29% | 48 |
|
|
2020
Q4 | $346K | Buy |
+5,626
| New | +$346K | 0.32% | 45 |
|