Sarah T. Connolly’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $357K | Hold |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $353K | Hold |
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|
2021
Q2 | $345K | Sell |
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|
2021
Q1 | $370K | Hold |
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|
2020
Q4 | $366K | Buy |
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