Sciencast Management’s Southern Company SO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,946	Closed	-$422K	–	447
2023 Q2	$422K	Sell	5,946 -5,333	-47%	-$378K	0.34%	127
2023 Q1	$828K	Buy	+11,279	New	+$828K	1.1%	7
2022 Q2	$3.74M	Buy	+48,215	New	+$3.74M	0.84%	19
2022 Q1	–	Sell	-70,216	Closed	-$4.84M	–	748
2021 Q4	$4.84M	Buy	70,216 +58,072	+478%	+$4M	0.85%	11
2021 Q3	$748K	Sell	12,144 -1,778	-13%	-$110K	0.21%	154
2021 Q2	$851K	Buy	+13,922	New	+$851K	0.18%	171
2021 Q1	–	Sell	-37,396	Closed	-$2.29M	–	654
2020 Q4	$2.29M	Buy	37,396 +16,783	+81%	+$1.03M	0.48%	55
2020 Q3	$1.21M	Buy	20,613 +2,263	+12%	+$133K	0.46%	61
2020 Q2	$983K	Sell	18,350 -3,656	-17%	-$196K	0.25%	138
2020 Q1	$1.15M	Buy	+22,006	New	+$1.15M	0.32%	31
2019 Q2	–	Sell	-16,666	Closed	-$862K	–	454
2019 Q1	$862K	Buy	16,666 +5,723	+52%	+$296K	0.31%	111
2018 Q4	$525K	Buy	+10,943	New	+$525K	0.47%	85
2018 Q2	–	Sell	-13,412	Closed	-$615K	–	390
2018 Q1	$615K	Buy	13,412 +3,400	+34%	+$156K	0.31%	119
2017 Q4	$446K	Buy	+10,012	New	+$446K	0.24%	168
2017 Q3	–	Sell	-33,926	Closed	-$1.62M	–	452
2017 Q2	$1.62M	Buy	33,926 +16,877	+99%	+$808K	0.9%	5
2017 Q1	$849	Buy	+17,049	New	+$849	0.47%	67
2016 Q4	–	Sell	-16,320	Closed	-$839K	–	236
2016 Q3	$839K	Buy	+16,320	New	+$839K	2.49%	4