Sterling Manor Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,152
| Closed | -$358K | – | 54 |
|
|
2023
Q1 | $358K | Hold |
5,152
| – | – | 0.35% | 32 |
|
|
2022
Q4 | $368K | Sell |
5,152
-165
| -3% | -$11.8K | 0.41% | 31 |
|
|
2022
Q3 | $362K | Hold |
5,317
| – | – | 0.45% | 31 |
|
|
2022
Q2 | $379K | Buy |
5,317
+2,317
| +77% | +$165K | 0.46% | 33 |
|
|
2022
Q1 | $218K | Hold |
3,000
| – | – | 0.17% | 73 |
|
|
2021
Q4 | $206K | Buy |
+3,000
| New | +$206K | 0.16% | 73 |
|