Sarah T. Connolly’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 | – | Sell |
-3,740
| Closed | -$242K | – | 73 |
|
|
2023
Q3 | $242K | Sell |
3,740
-1,010
| -21% | -$65.4K | 0.16% | 82 |
|
|
2023
Q2 | $334K | Sell |
4,750
-250
| -5% | -$17.6K | 0.2% | 79 |
|
|
2023
Q1 | $348K | Hold |
5,000
| – | – | 0.22% | 79 |
|
|
2022
Q4 | $357K | Hold |
5,000
| – | – | 0.24% | 78 |
|
|
2022
Q3 | $340K | Hold |
5,000
| – | – | 0.25% | 81 |
|
|
2022
Q2 | $357K | Hold |
5,000
| – | – | 0.24% | 79 |
|
|
2022
Q1 | $363K | Hold |
5,000
| – | – | 0.21% | 77 |
|
|
2021
Q4 | $343K | Sell |
5,000
-700
| -12% | -$48K | 0.19% | 80 |
|
|
2021
Q3 | $353K | Hold |
5,700
| – | – | 0.29% | 80 |
|
|
2021
Q2 | $345K | Sell |
5,700
-250
| -4% | -$15.1K | 0.28% | 79 |
|
|
2021
Q1 | $370K | Hold |
5,950
| – | – | 0.33% | 77 |
|
|
2020
Q4 | $366K | Buy |
+5,950
| New | +$366K | 0.33% | 77 |
|