Sweet Financial Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $215K | Buy |
+2,386
| New | +$215K | 0.05% | 184 |
|
|
2023
Q3 | – | Sell |
-3,806
| Closed | -$267K | – | 180 |
|
|
2023
Q2 | $267K | Hold |
3,806
| – | – | 0.07% | 147 |
|
|
2023
Q1 | $265K | Hold |
3,806
| – | – | 0.07% | 152 |
|
|
2022
Q4 | $272K | Buy |
3,806
+200
| +6% | +$14.3K | 0.08% | 146 |
|
|
2022
Q3 | $245K | Buy |
3,606
+333
| +10% | +$22.6K | 0.08% | 145 |
|
|
2022
Q2 | $233K | Buy |
3,273
+1
| +0% | +$71 | 0.07% | 149 |
|
|
2022
Q1 | $237K | Buy |
+3,272
| New | +$237K | 0.06% | 153 |
|