Simplicity Solutions’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.71M | Sell |
24,352
-44
| -0.2% | -$3.09K | 0.05% | 334 |
|
|
2023
Q3 | $1.58M | Sell |
24,396
-16,709
| -41% | -$1.08M | 0.05% | 327 |
|
|
2023
Q2 | $2.89M | Buy |
41,105
+8,558
| +26% | +$601K | 0.08% | 235 |
|
|
2023
Q1 | $2.26M | Buy |
32,547
+18,997
| +140% | +$1.32M | 0.06% | 283 |
|
|
2022
Q4 | $968K | Sell |
13,550
-1,635
| -11% | -$117K | 0.13% | 195 |
|
|
2022
Q3 | $1.03M | Buy |
15,185
+1,860
| +14% | +$127K | 0.15% | 163 |
|
|
2022
Q2 | $950K | Buy |
13,325
+2,362
| +22% | +$168K | 0.12% | 196 |
|
|
2022
Q1 | $795K | Buy |
10,963
+2,743
| +33% | +$199K | 0.1% | 219 |
|
|
2021
Q4 | $564K | Sell |
8,220
-2,775
| -25% | -$190K | 0.06% | 351 |
|
|
2021
Q3 | $682K | Buy |
10,995
+1,343
| +14% | +$83.3K | 0.1% | 217 |
|
|
2021
Q2 | $584K | Buy |
9,652
+3,656
| +61% | +$221K | 0.12% | 195 |
|
|
2021
Q1 | $373K | Sell |
5,996
-52,924
| -90% | -$3.29M | 0.08% | 261 |
|
|
2020
Q4 | $3.62M | Sell |
58,920
-435
| -0.7% | -$26.7K | 0.05% | 274 |
|
|
2020
Q3 | $3.22M | Buy |
59,355
+599
| +1% | +$32.5K | 0.06% | 254 |
|
|
2020
Q2 | $3.05M | Buy |
58,756
+7,105
| +14% | +$368K | 0.06% | 239 |
|
|
2020
Q1 | $2.8M | Sell |
51,651
-4,206
| -8% | -$228K | 0.09% | 177 |
|
|
2019
Q4 | $3.56M | Buy |
55,857
+5,316
| +11% | +$339K | 0.11% | 159 |
|
|
2019
Q3 | $3.12M | Sell |
50,541
-7,434
| -13% | -$459K | 0.13% | 132 |
|
|
2019
Q2 | $3.21M | Sell |
57,975
-56,254
| -49% | -$3.11M | 0.14% | 119 |
|
|
2019
Q1 | $5.9M | Buy |
114,229
+22,209
| +24% | +$1.15M | 0.35% | 63 |
|
|
2018
Q4 | $4.04M | Buy |
92,020
+22,364
| +32% | +$982K | 0.52% | 42 |
|
|
2018
Q3 | $3.04M | Buy |
69,656
+7,680
| +12% | +$335K | 0.17% | 75 |
|
|
2018
Q2 | $2.87M | Buy |
61,976
+4,743
| +8% | +$220K | 0.21% | 62 |
|
|
2018
Q1 | $2.56M | Buy |
57,233
+5,724
| +11% | +$256K | 0.22% | 63 |
|
|
2017
Q4 | $2.48M | Buy |
51,509
+42,707
| +485% | +$2.05M | 0.24% | 67 |
|
|
2017
Q3 | $433K | Sell |
8,802
-25,274
| -74% | -$1.24M | 0.29% | 87 |
|
|
2017
Q2 | $1.63M | Sell |
34,076
-3,418
| -9% | -$164K | 0.19% | 89 |
|
|
2017
Q1 | $1.87M | Buy |
37,494
+8,430
| +29% | +$420K | 0.29% | 67 |
|
|
2016
Q4 | $1.43M | Buy |
29,064
+15,932
| +121% | +$784K | 0.33% | 68 |
|
|
2016
Q3 | $674K | Sell |
13,132
-3,612
| -22% | -$185K | 0.33% | 69 |
|
|
2016
Q2 | $898K | Buy |
16,744
+1,686
| +11% | +$90.4K | 0.48% | 47 |
|
|
2016
Q1 | $779K | Sell |
15,058
-73,341
| -83% | -$3.79M | 0.48% | 50 |
|
|
2015
Q4 | $4.14M | Buy |
88,399
+83,529
| +1,715% | +$3.91M | 0.49% | 41 |
|
|
2015
Q3 | $218K | Buy |
+4,870
| New | +$218K | 0.24% | 120 |
|