Triad Financial Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $295K | Buy |
4,555
+28
| +0.6% | +$1.81K | 0.1% | 78 |
|
|
2023
Q2 | $318K | Buy |
4,527
+2
| +0% | +$141 | 0.13% | 68 |
|
|
2023
Q1 | $315K | Sell |
4,525
-99
| -2% | -$6.89K | 0.14% | 69 |
|
|
2022
Q4 | $330K | Sell |
4,624
-129
| -3% | -$9.21K | 0.15% | 75 |
|
|
2022
Q3 | $323K | Sell |
4,753
-29
| -0.6% | -$1.97K | 0.18% | 67 |
|
|
2022
Q2 | $341K | Buy |
4,782
+17
| +0.4% | +$1.21K | 0.19% | 67 |
|
|
2022
Q1 | $346K | Buy |
4,765
+55
| +1% | +$3.99K | 0.19% | 72 |
|
|
2021
Q4 | $323K | Buy |
+4,710
| New | +$323K | 0.19% | 75 |
|