VitalStone Financial’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 | $42.7K | Hold |
474
| – | – | 0.03% | 182 |
|
|
2024
Q2 | $36.8K | Hold |
474
| – | – | 0.03% | 185 |
|
|
2024
Q1 | $34K | Hold |
474
| – | – | 0.03% | 201 |
|
|
2023
Q4 | $33K | Hold |
474
| – | – | 0.03% | 187 |
|
|
2023
Q3 | $32K | Sell |
474
-30
| -6% | -$2.03K | 0.03% | 161 |
|
|
2023
Q2 | $35K | Buy |
+504
| New | +$35K | 0.02% | 413 |
|
|
2023
Q1 | – | Sell |
-474
| Closed | -$34K | – | 496 |
|
|
2022
Q4 | $34K | Buy |
+474
| New | +$34K | 0.02% | 206 |
|