Stephens Inc’s The Southern Company SOLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,475
Closed -$237K 1274
2022
Q2
$237K Sell
4,475
-19,140
-81% -$1.01M ﹤0.01% 1009
2022
Q1
$1.29M Buy
23,615
+1,050
+5% +$57.4K 0.02% 525
2021
Q4
$1.21M Buy
22,565
+1,100
+5% +$59.1K 0.02% 570
2021
Q3
$1.1M Sell
21,465
-305
-1% -$15.6K 0.02% 620
2021
Q2
$1.1M Sell
21,770
-50
-0.2% -$2.53K 0.02% 630
2021
Q1
$1.11M Buy
21,820
+625
+3% +$31.8K 0.02% 592
2020
Q4
$1.1M Buy
21,195
+7,225
+52% +$375K 0.02% 568
2020
Q3
$650K Buy
+13,970
New +$650K 0.01% 664