Veritable’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 | – | Sell |
-34,664
| Closed | -$2.44M | – | 681 |
|
|
2023
Q2 | $2.44M | Sell |
34,664
-1,139
| -3% | -$80K | 0.04% | 206 |
|
|
2023
Q1 | $2.49M | Sell |
35,803
-9,226
| -20% | -$642K | 0.04% | 199 |
|
|
2022
Q4 | $3.22M | Buy |
45,029
+7,431
| +20% | +$531K | 0.06% | 164 |
|
|
2022
Q3 | $2.56M | Buy |
37,598
+130
| +0.3% | +$8.84K | 0.05% | 177 |
|
|
2022
Q2 | $2.67M | Buy |
37,468
+696
| +2% | +$49.6K | 0.05% | 191 |
|
|
2022
Q1 | $2.67M | Buy |
36,772
+329
| +0.9% | +$23.9K | 0.04% | 209 |
|
|
2021
Q4 | $2.5M | Buy |
36,443
+4,229
| +13% | +$290K | 0.04% | 221 |
|
|
2021
Q3 | $2M | Sell |
32,214
-4,760
| -13% | -$295K | 0.03% | 240 |
|
|
2021
Q2 | $2.24M | Buy |
36,974
+400
| +1% | +$24.2K | 0.04% | 226 |
|
|
2021
Q1 | $2.27M | Buy |
36,574
+73
| +0.2% | +$4.54K | 0.04% | 210 |
|
|
2020
Q4 | $2.24M | Sell |
36,501
-360
| -1% | -$22.1K | 0.04% | 199 |
|
|
2020
Q3 | $2M | Sell |
36,861
-648
| -2% | -$35.1K | 0.04% | 201 |
|
|
2020
Q2 | $1.95M | Sell |
37,509
-3,985
| -10% | -$207K | 0.04% | 196 |
|
|
2020
Q1 | $2.25M | Sell |
41,494
-2,728
| -6% | -$148K | 0.05% | 169 |
|
|
2019
Q4 | $2.82M | Buy |
44,222
+1,555
| +4% | +$99.1K | 0.05% | 180 |
|
|
2019
Q3 | $2.64M | Sell |
42,667
-4,895
| -10% | -$302K | 0.05% | 181 |
|
|
2019
Q2 | $2.63M | Sell |
47,562
-1,390
| -3% | -$76.8K | 0.05% | 184 |
|
|
2019
Q1 | $2.53M | Sell |
48,952
-2,157
| -4% | -$111K | 0.05% | 182 |
|
|
2018
Q4 | $2.25M | Buy |
51,109
+2,009
| +4% | +$88.2K | 0.05% | 182 |
|
|
2018
Q3 | $2.14M | Buy |
49,100
+420
| +0.9% | +$18.3K | 0.04% | 198 |
|
|
2018
Q2 | $2.25M | Sell |
48,680
-2,421
| -5% | -$112K | 0.05% | 186 |
|
|
2018
Q1 | $2.28M | Buy |
51,101
+1,794
| +4% | +$80.1K | 0.05% | 188 |
|
|
2017
Q4 | $2.37M | Sell |
49,307
-3,709
| -7% | -$178K | 0.05% | 186 |
|
|
2017
Q3 | $2.61M | Sell |
53,016
-719
| -1% | -$35.3K | 0.05% | 184 |
|
|
2017
Q2 | $2.57M | Sell |
53,735
-3,087
| -5% | -$148K | 0.06% | 184 |
|
|
2017
Q1 | $2.83M | Buy |
56,822
+1,367
| +2% | +$68.1K | 0.07% | 171 |
|
|
2016
Q4 | $2.73M | Sell |
55,455
-73
| -0.1% | -$3.59K | 0.07% | 168 |
|
|
2016
Q3 | $2.85M | Buy |
55,528
+1,586
| +3% | +$81.4K | 0.07% | 154 |
|
|
2016
Q2 | $2.89M | Buy |
53,942
+848
| +2% | +$45.5K | 0.07% | 151 |
|
|
2016
Q1 | $2.75M | Buy |
53,094
+1,895
| +4% | +$98K | 0.07% | 158 |
|
|
2015
Q4 | $2.4M | Buy |
51,199
+2,656
| +5% | +$124K | 0.07% | 169 |
|
|
2015
Q3 | $2.17M | Buy |
48,543
+2,320
| +5% | +$104K | 0.06% | 171 |
|
|
2015
Q2 | $1.94M | Sell |
46,223
-1,070
| -2% | -$44.8K | 0.05% | 197 |
|
|
2015
Q1 | $2.09M | Buy |
47,293
+101
| +0.2% | +$4.47K | 0.04% | 253 |
|
|
2014
Q4 | $2.32M | Sell |
47,192
-695
| -1% | -$34.1K | 0.05% | 241 |
|
|
2014
Q3 | $2.09M | Sell |
47,887
-1,681
| -3% | -$73.4K | 0.04% | 255 |
|
|
2014
Q2 | $2.25M | Sell |
49,568
-1,305
| -3% | -$59.2K | 0.05% | 243 |
|
|
2014
Q1 | $2.24M | Buy |
50,873
+633
| +1% | +$27.8K | 0.05% | 235 |
|
|
2013
Q4 | $2.07M | Sell |
50,240
-2,781
| -5% | -$114K | 0.05% | 243 |
|
|
2013
Q3 | $2.18M | Buy |
53,021
+1,566
| +3% | +$64.5K | 0.05% | 226 |
|
|
2013
Q2 | $2.27M | Buy |
+51,455
| New | +$2.27M | 0.05% | 214 |
|