WBI Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,383
| Closed | -$938K | – | 241 |
|
|
2023
Q4 | $938K | Buy |
+13,383
| New | +$938K | 0.19% | 117 |
|
|
2023
Q2 | – | Sell |
-15,616
| Closed | -$1.09M | – | 224 |
|
|
2023
Q1 | $1.09M | Buy |
+15,616
| New | +$1.09M | 0.22% | 111 |
|
|
2022
Q2 | – | Sell |
-17,598
| Closed | -$1.28M | – | 185 |
|
|
2022
Q1 | $1.28M | Sell |
17,598
-26,358
| -60% | -$1.91M | 0.21% | 103 |
|
|
2021
Q4 | $3.01M | Sell |
43,956
-1,653
| -4% | -$113K | 0.48% | 54 |
|
|
2021
Q3 | $2.83M | Sell |
45,609
-676
| -1% | -$41.9K | 0.47% | 61 |
|
|
2021
Q2 | $2.8M | Buy |
+46,285
| New | +$2.8M | 0.43% | 57 |
|
|
2020
Q2 | – | Sell |
-14,644
| Closed | -$793K | – | 128 |
|
|
2020
Q1 | $793K | Buy |
+14,644
| New | +$793K | 0.15% | 45 |
|
|
2017
Q2 | – | Sell |
-11,141
| Closed | -$555K | – | 357 |
|
|
2017
Q1 | $555K | Buy |
+11,141
| New | +$555K | 0.02% | 235 |
|