Stonnington Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $928K | Buy |
12,805
+600
| +5% | +$43.5K | 0.24% | 96 |
|
|
2022
Q4 | $868K | Sell |
12,205
-1,000
| -8% | -$71.1K | 0.24% | 95 |
|
|
2022
Q3 | $854K | Sell |
13,205
-11,200
| -46% | -$724K | 0.24% | 93 |
|
|
2022
Q2 | $1.74M | Buy |
24,405
+10,600
| +77% | +$756K | 0.46% | 60 |
|
|
2022
Q1 | $1.03M | Buy |
13,805
+9,700
| +236% | +$722K | 0.25% | 90 |
|
|
2021
Q4 | $278K | Sell |
4,105
-3,800
| -48% | -$257K | 0.06% | 210 |
|
|
2021
Q3 | $495K | Buy |
7,905
+1,800
| +29% | +$113K | 0.11% | 168 |
|
|
2021
Q2 | $376K | Hold |
6,105
| – | – | 0.08% | 205 |
|
|
2021
Q1 | $393K | Buy |
+6,105
| New | +$393K | 0.1% | 183 |
|