Spartan Planning & Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $98K | Buy |
1,398
+1,395
| +46,500% | +$97.8K | 0.1% | 94 |
|
|
2023
Q3 | $194 | Buy |
+3
| New | +$194 | ﹤0.01% | 147 |
|
|
2022
Q4 | $20.4K | Sell |
286
-429
| -60% | -$30.6K | 0.03% | 113 |
|
|
2022
Q3 | $49K | Buy |
715
+68
| +11% | +$4.66K | 0.06% | 47 |
|
|
2022
Q2 | $46K | Buy |
647
+184
| +40% | +$13.1K | 0.06% | 61 |
|
|
2022
Q1 | $34K | Buy |
+463
| New | +$34K | 0.04% | 96 |
|