Spearhead Capital Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $297K | Hold |
4,363
| – | – | 0.32% | 85 |
|
|
2022
Q2 | $311K | Hold |
4,363
| – | – | 0.05% | 119 |
|
|
2022
Q1 | $316K | Buy |
4,363
+63
| +1% | +$4.56K | 0.04% | 126 |
|
|
2021
Q4 | $295K | Sell |
4,300
-59
| -1% | -$4.05K | 0.04% | 148 |
|
|
2021
Q3 | $270K | Sell |
4,359
-91
| -2% | -$5.64K | 0.04% | 165 |
|
|
2021
Q2 | $269K | Buy |
4,450
+150
| +3% | +$9.07K | 0.04% | 185 |
|
|
2021
Q1 | $267K | Hold |
4,300
| – | – | 0.04% | 176 |
|
|
2020
Q4 | $264K | Hold |
4,300
| – | – | 0.04% | 151 |
|
|
2020
Q3 | $233K | Hold |
4,300
| – | – | 0.04% | 163 |
|
|
2020
Q2 | $223K | Hold |
4,300
| – | – | 0.05% | 144 |
|
|
2020
Q1 | $233K | Hold |
4,300
| – | – | 0.07% | 92 |
|
|
2019
Q4 | $274K | Hold |
4,300
| – | – | 0.07% | 79 |
|
|
2019
Q3 | $266K | Hold |
4,300
| – | – | 0.07% | 74 |
|
|
2019
Q2 | $238K | Hold |
4,300
| – | – | 0.07% | 74 |
|
|
2019
Q1 | $222K | Buy |
+4,300
| New | +$222K | 0.07% | 71 |
|