WealthSource Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,713
| Closed | -$414K | – | 593 |
|
|
2022
Q1 | $414K | Sell |
5,713
-1,939
| -25% | -$141K | 0.03% | 382 |
|
|
2021
Q4 | $525K | Sell |
7,652
-2,874
| -27% | -$197K | 0.04% | 302 |
|
|
2021
Q3 | $652K | Sell |
10,526
-69
| -0.7% | -$4.27K | 0.06% | 241 |
|
|
2021
Q2 | $641K | Buy |
10,595
+1,543
| +17% | +$93.4K | 0.06% | 235 |
|
|
2021
Q1 | $563K | Sell |
9,052
-3,148
| -26% | -$196K | 0.06% | 227 |
|
|
2020
Q4 | $749K | Buy |
12,200
+1,079
| +10% | +$66.2K | 0.09% | 148 |
|
|
2020
Q3 | $603K | Buy |
11,121
+3,555
| +47% | +$193K | 0.08% | 164 |
|
|
2020
Q2 | $392K | Buy |
7,566
+1,428
| +23% | +$74K | 0.06% | 208 |
|
|
2020
Q1 | $332K | Buy |
6,138
+685
| +13% | +$37.1K | 0.05% | 221 |
|
|
2019
Q4 | $347K | Sell |
5,453
-51
| -0.9% | -$3.25K | 0.05% | 286 |
|
|
2019
Q3 | $340K | Sell |
5,504
-2,686
| -33% | -$166K | 0.05% | 308 |
|
|
2019
Q2 | $453K | Buy |
8,190
+3,392
| +71% | +$188K | 0.07% | 257 |
|
|
2019
Q1 | $248K | Buy |
+4,798
| New | +$248K | 0.06% | 288 |
|
|
2016
Q4 | – | Sell |
-4,151
| Closed | -$213K | – | 284 |
|
|
2016
Q3 | $213K | Buy |
+4,151
| New | +$213K | 0.08% | 230 |
|