VisionPoint Advisory Group’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 |
-204
| Closed | -$15.8K | – | 698 |
|
|
2024
Q2 | $15.8K | Hold |
204
| – | – | 0.01% | 429 |
|
|
2024
Q1 | $14.6K | Hold |
204
| – | – | 0.01% | 420 |
|
|
2023
Q4 | $14.3K | Sell |
204
-1,511
| -88% | -$106K | 0.01% | 388 |
|
|
2023
Q3 | $111K | Buy |
1,715
+1,337
| +354% | +$86.5K | 0.05% | 182 |
|
|
2023
Q2 | $26.6K | Buy |
+378
| New | +$26.6K | 0.01% | 262 |
|
|
2020
Q4 | – | Sell |
-8,269
| Closed | -$448K | – | 160 |
|
|
2020
Q3 | $448K | Sell |
8,269
-3,415
| -29% | -$185K | 0.19% | 64 |
|
|
2020
Q2 | $641K | Sell |
11,684
-5,833
| -33% | -$320K | 0.26% | 44 |
|
|
2020
Q1 | $948K | Sell |
17,517
-44,213
| -72% | -$2.39M | 0.44% | 34 |
|
|
2019
Q4 | $3.93M | Buy |
61,730
+4,551
| +8% | +$290K | 1.63% | 7 |
|
|
2019
Q3 | $3.55M | Buy |
57,179
+1,965
| +4% | +$122K | 0.97% | 11 |
|
|
2019
Q2 | $3.05M | Buy |
55,214
+310
| +0.6% | +$17.1K | 0.88% | 13 |
|
|
2019
Q1 | $2.84M | Buy |
54,904
+1,512
| +3% | +$78.1K | 0.8% | 20 |
|
|
2018
Q4 | $2.35M | Buy |
+53,392
| New | +$2.35M | 0.76% | 24 |
|