Stratos Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,139
| Closed | -$290K | – | 224 |
|
|
2023
Q4 | $290K | Sell |
4,139
-142
| -3% | -$9.96K | 0.03% | 153 |
|
|
2023
Q3 | $277K | Sell |
4,281
-285
| -6% | -$18.4K | 0.04% | 139 |
|
|
2023
Q2 | $321K | Sell |
4,566
-9
| -0.2% | -$632 | 0.05% | 135 |
|
|
2023
Q1 | $318K | Buy |
4,575
+673
| +17% | +$46.8K | 0.05% | 138 |
|
|
2022
Q4 | $279K | Sell |
3,902
-359
| -8% | -$25.6K | 0.05% | 140 |
|
|
2022
Q3 | $290K | Buy |
4,261
+1,085
| +34% | +$73.8K | 0.06% | 132 |
|
|
2022
Q2 | $227K | Buy |
3,176
+248
| +8% | +$17.7K | 0.04% | 142 |
|
|
2022
Q1 | $212K | Buy |
+2,928
| New | +$212K | 0.04% | 160 |
|
|
2021
Q4 | – | Sell |
-8,326
| Closed | -$516K | – | 227 |
|
|
2021
Q3 | $516K | Buy |
+8,326
| New | +$516K | 0.09% | 139 |
|
|
2020
Q2 | – | Sell |
-5,037
| Closed | -$273K | – | 109 |
|
|
2020
Q1 | $273K | Buy |
+5,037
| New | +$273K | 0.15% | 86 |
|