Sierra Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-105
| Closed | -$7K | – | 507 |
|
|
2022
Q4 | $7K | Hold |
105
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $7K | Hold |
105
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $7K | Hold |
105
| – | – | ﹤0.01% | 464 |
|
|
2022
Q1 | $8K | Hold |
105
| – | – | ﹤0.01% | 497 |
|
|
2021
Q4 | $7K | Buy |
+105
| New | +$7K | ﹤0.01% | 506 |
|