SM
SG3 Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Hold |
0
| – | – | – | 412 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 677 |
|
|
2021
Q3 | – | Sell |
-10,000
| Closed | -$605K | – | 599 |
|
|
2021
Q2 | $605K | Buy |
+10,000
| New | +$605K | 0.02% | 96 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 702 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 247 |
|
|
2019
Q2 | – | Sell |
-15,000
| Closed | -$775K | – | 274 |
|
|
2019
Q1 | $775K | Buy |
15,000
+10,000
| +200% | +$517K | 0.08% | 23 |
|
|
2018
Q4 | $220K | Buy |
+5,000
| New | +$220K | 0.06% | 24 |
|