StrategIQ Financial Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $539K | Sell |
7,689
-8,987
| -54% | -$617K | 0.06% | 206 |
|
|
2023
Q3 | $1.08M | Sell |
16,676
-62
| -0.4% | -$4.3K | 0.12% | 134 |
|
|
2023
Q2 | $1.18M | Sell |
16,738
-8
| -0% | -$574 | 0.13% | 125 |
|
|
2023
Q1 | $1.17M | Buy |
16,746
+50
| +0.3% | +$3.37K | 0.13% | 118 |
|
|
2022
Q4 | $1.19M | Buy |
16,696
+258
| +2% | +$17.3K | 0.14% | 112 |
|
|
2022
Q3 | $1.12M | Sell |
16,438
-225
| -1% | -$17K | 0.14% | 112 |
|
|
2022
Q2 | $1.19M | Buy |
16,663
+65
| +0.4% | +$4.77K | 0.14% | 114 |
|
|
2022
Q1 | $1.2M | Buy |
16,598
+215
| +1% | +$14.6K | 0.13% | 117 |
|
|
2021
Q4 | $1.12M | Buy |
16,383
+1,690
| +12% | +$108K | 0.11% | 124 |
|
|
2021
Q3 | $911K | Buy |
14,693
+150
| +1% | +$9.66K | 0.18% | 104 |
|
|
2021
Q2 | $880K | Sell |
14,543
-7
| -0% | -$448 | 0.17% | 110 |
|
|
2021
Q1 | $904K | Sell |
14,550
-190
| -1% | -$11.4K | 0.19% | 102 |
|
|
2020
Q4 | $905K | Sell |
14,740
-978
| -6% | -$58.8K | 0.2% | 97 |
|
|
2020
Q3 | $852K | Buy |
15,718
+240
| +2% | +$12.8K | 0.21% | 93 |
|
|
2020
Q2 | $803K | Buy |
15,478
+175
| +1% | +$9.73K | 0.22% | 91 |
|
|
2020
Q1 | $828K | Buy |
15,303
+17
| +0.1% | +$1.08K | 0.26% | 75 |
|
|
2019
Q4 | $974K | Buy |
15,286
+137
| +0.9% | +$8.49K | 0.25% | 89 |
|
|
2019
Q3 | $936K | Sell |
15,149
-148
| -1% | -$8.58K | 0.27% | 89 |
|
|
2019
Q2 | $846K | Buy |
15,297
+3
| +0% | +$161 | 0.25% | 94 |
|
|
2019
Q1 | $790K | Sell |
15,294
-3,298
| -18% | -$162K | 0.25% | 95 |
|
|
2018
Q4 | $817K | Buy |
18,592
+1,677
| +10% | +$76.2K | 0.28% | 86 |
|
|
2018
Q3 | $737K | Sell |
16,915
-413
| -2% | -$19K | 0.23% | 92 |
|
|
2018
Q2 | $802K | Buy |
17,328
+12,000
| +225% | +$537K | 0.28% | 83 |
|
|
2018
Q1 | $238K | Sell |
5,328
-250
| -4% | -$11.1K | 0.09% | 151 |
|
|
2017
Q4 | $268K | Sell |
5,578
-334
| -6% | -$17K | 0.1% | 139 |
|
|
2017
Q3 | $291K | Hold |
5,912
| – | – | 0.12% | 115 |
|
|
2017
Q2 | $283K | Buy |
5,912
+643
| +12% | +$32.2K | 0.12% | 118 |
|
|
2017
Q1 | $262K | Buy |
5,269
+250
| +5% | +$12.4K | 0.12% | 115 |
|
|
2016
Q4 | $247K | Buy |
5,019
+682
| +16% | +$33.5K | 0.12% | 110 |
|
|
2016
Q3 | $222K | Sell |
4,337
-89
| -2% | -$4.69K | 0.12% | 103 |
|
|
2016
Q2 | $237K | Buy |
+4,426
| New | +$223K | 0.14% | 94 |
|
Other funds holding SO
