SP
Symmetry Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
3,712
+196
| +6% | +$18K | 0.04% | 104 |
|
|
2025
Q1 | $323K | Hold |
3,516
| – | – | 0.05% | 99 |
|
|
2024
Q4 | $289K | Buy |
+3,516
| New | +$289K | 0.04% | 103 |
|
|
2024
Q3 | – | Sell |
-6,293
| Closed | -$488K | – | 443 |
|
|
2024
Q2 | $488K | Sell |
6,293
-981
| -13% | -$76.1K | 0.03% | 292 |
|
|
2024
Q1 | $522K | Buy |
7,274
+1,450
| +25% | +$104K | 0.04% | 294 |
|
|
2023
Q4 | $409K | Sell |
5,824
-1,032
| -15% | -$72.5K | 0.02% | 331 |
|
|
2023
Q3 | $444K | Hold |
6,856
| – | – | 0.02% | 335 |
|
|
2023
Q2 | $482K | Hold |
6,856
| – | – | 0.03% | 347 |
|
|
2023
Q1 | $477K | Sell |
6,856
-14,308
| -68% | -$995K | 0.03% | 337 |
|
|
2022
Q4 | $1.51M | Buy |
21,164
+12,593
| +147% | +$899K | 0.09% | 124 |
|
|
2022
Q3 | $583K | Hold |
8,571
| – | – | 0.04% | 268 |
|
|
2022
Q2 | $611K | Hold |
8,571
| – | – | 0.04% | 263 |
|
|
2022
Q1 | $621K | Hold |
8,571
| – | – | 0.04% | 310 |
|
|
2021
Q4 | $588K | Sell |
8,571
-702
| -8% | -$48.2K | 0.04% | 339 |
|
|
2021
Q3 | $575K | Hold |
9,273
| – | – | 0.04% | 357 |
|
|
2021
Q2 | $561K | Hold |
9,273
| – | – | 0.04% | 380 |
|
|
2021
Q1 | $576K | Hold |
9,273
| – | – | 0.04% | 349 |
|
|
2020
Q4 | $570K | Hold |
9,273
| – | – | 0.04% | 332 |
|
|
2020
Q3 | $503K | Buy |
+9,273
| New | +$503K | 0.04% | 318 |
|
|
2020
Q2 | – | Sell |
-9,352
| Closed | -$506K | – | 347 |
|
|
2020
Q1 | $506K | Buy |
+9,352
| New | +$506K | 0.11% | 101 |
|
|
2017
Q2 | – | Sell |
-2,079
| Closed | -$103K | – | 53 |
|
|
2017
Q1 | $103K | Buy |
+2,079
| New | +$103K | 0.06% | 37 |
|