Wambolt & Associates’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,475
| Closed | -$225K | – | 200 |
|
|
2024
Q3 | $225K | Buy |
+2,475
| New | +$225K | 0.06% | 187 |
|
|
2023
Q1 | – | Sell |
-4,739
| Closed | -$338K | – | 270 |
|
|
2022
Q4 | $338K | Sell |
4,739
-391
| -8% | -$27.9K | 0.13% | 185 |
|
|
2022
Q3 | $349K | Buy |
5,130
+3
| +0.1% | +$204 | 0.15% | 170 |
|
|
2022
Q2 | $366K | Sell |
5,127
-77
| -1% | -$5.5K | 0.15% | 170 |
|
|
2022
Q1 | $386K | Buy |
5,204
+240
| +5% | +$17.8K | 0.14% | 171 |
|
|
2021
Q4 | $340K | Buy |
4,964
+4
| +0.1% | +$274 | 0.12% | 192 |
|
|
2021
Q3 | $306K | Buy |
4,960
+366
| +8% | +$22.6K | 0.12% | 187 |
|
|
2021
Q2 | $282K | Buy |
+4,594
| New | +$282K | 0.12% | 197 |
|