Summit Financial Group’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 | $698K | Sell |
9,734
-300
| -3% | -$21.5K | 0.25% | 103 |
|
|
2023
Q4 | $704K | Hold |
10,034
| – | – | 0.27% | 98 |
|
|
2023
Q3 | $649K | Sell |
10,034
-400
| -4% | -$25.9K | 0.27% | 97 |
|
|
2023
Q2 | $733K | Hold |
10,434
| – | – | 0.29% | 98 |
|
|
2023
Q1 | $726K | Hold |
10,434
| – | – | 0.28% | 99 |
|
|
2022
Q4 | $745K | Hold |
10,434
| – | – | 0.3% | 97 |
|
|
2022
Q3 | $709K | Sell |
10,434
-784
| -7% | -$53.3K | 0.29% | 92 |
|
|
2022
Q2 | $800K | Hold |
11,218
| – | – | 0.31% | 91 |
|
|
2022
Q1 | $814K | Sell |
11,218
-200
| -2% | -$14.5K | 0.28% | 95 |
|
|
2021
Q4 | $783K | Hold |
11,418
| – | – | 0.25% | 102 |
|
|
2021
Q3 | $707K | Hold |
11,418
| – | – | 0.26% | 99 |
|
|
2021
Q2 | $691K | Buy |
11,418
+325
| +3% | +$19.7K | 0.26% | 95 |
|
|
2021
Q1 | $690K | Sell |
11,093
-450
| -4% | -$28K | 0.29% | 84 |
|
|
2020
Q4 | $709K | Buy |
11,543
+25
| +0.2% | +$1.54K | 0.31% | 78 |
|
|
2020
Q3 | $625K | Buy |
11,518
+970
| +9% | +$52.6K | 0.31% | 79 |
|
|
2020
Q2 | $547K | Sell |
10,548
-91
| -0.9% | -$4.72K | 0.28% | 80 |
|
|
2020
Q1 | $576K | Hold |
10,639
| – | – | 0.34% | 70 |
|
|
2019
Q4 | $678K | Sell |
10,639
-465
| -4% | -$29.6K | 0.32% | 75 |
|
|
2019
Q3 | $686K | Buy |
11,104
+774
| +7% | +$47.8K | 0.35% | 73 |
|
|
2019
Q2 | $571K | Sell |
10,330
-33
| -0.3% | -$1.82K | 0.26% | 93 |
|
|
2019
Q1 | $536K | Hold |
10,363
| – | – | 0.42% | 70 |
|
|
2018
Q4 | $455K | Hold |
10,363
| – | – | 0.39% | 70 |
|
|
2018
Q3 | $452K | Buy |
10,363
+25
| +0.2% | +$1.09K | 0.34% | 75 |
|
|
2018
Q2 | $479K | Sell |
10,338
-201
| -2% | -$9.31K | 0.37% | 72 |
|
|
2018
Q1 | $471K | Buy |
10,539
+2,367
| +29% | +$106K | 0.37% | 73 |
|
|
2017
Q4 | $393K | Sell |
8,172
-1,114
| -12% | -$53.6K | 0.32% | 77 |
|
|
2017
Q3 | $456K | Buy |
9,286
+704
| +8% | +$34.6K | 0.38% | 70 |
|
|
2017
Q2 | $411K | Buy |
+8,582
| New | +$411K | 0.36% | 72 |
|