The Family Firm’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 | – | Sell |
-1,304
| Closed | -$101K | – | 747 |
|
|
2024
Q2 | $101K | Buy |
+1,304
| New | +$101K | 0.02% | 273 |
|
|
2017
Q1 | – | Sell |
-4,401
| Closed | -$216K | – | 112 |
|
|
2016
Q4 | $216K | Sell |
4,401
-891
| -17% | -$43.7K | 0.1% | 103 |
|
|
2016
Q3 | $271K | Buy |
5,292
+16
| +0.3% | +$819 | 0.13% | 90 |
|
|
2016
Q2 | $283K | Buy |
5,276
+100
| +2% | +$5.36K | 0.14% | 89 |
|
|
2016
Q1 | $268K | Buy |
5,176
+319
| +7% | +$16.5K | 0.14% | 88 |
|
|
2015
Q4 | $227K | Buy |
+4,857
| New | +$227K | 0.12% | 94 |
|
|
2015
Q3 | – | Sell |
-5,203
| Closed | -$218K | – | 112 |
|
|
2015
Q2 | $218K | Buy |
5,203
+12
| +0.2% | +$503 | 0.11% | 96 |
|
|
2015
Q1 | $230K | Buy |
5,191
+10
| +0.2% | +$443 | 0.12% | 96 |
|
|
2014
Q4 | $254K | Buy |
+5,181
| New | +$254K | 0.13% | 84 |
|