WestEnd Advisors’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 |
-15
| Closed | -$1.35K | – | 400 |
|
|
2024
Q3 | $1.35K | Sell |
15
-1
| -6% | -$90 | ﹤0.01% | 110 |
|
|
2024
Q2 | $1.24K | Sell |
16
-1
| -6% | -$78 | ﹤0.01% | 110 |
|
|
2024
Q1 | $1.22K | Hold |
17
| – | – | ﹤0.01% | 104 |
|
|
2023
Q4 | $1.19K | Sell |
17
-11
| -39% | -$771 | ﹤0.01% | 112 |
|
|
2023
Q3 | $1.81K | Buy |
+28
| New | +$1.81K | ﹤0.01% | 84 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.74K | – | 259 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$1.64K | – | 84 |
|
|
2022
Q4 | $1.64K | Buy |
23
+6
| +35% | +$428 | ﹤0.01% | 81 |
|
|
2022
Q3 | $1K | Buy |
17
+5
| +42% | +$294 | ﹤0.01% | 129 |
|
|
2022
Q2 | $855 | Buy |
+12
| New | +$855 | ﹤0.01% | 116 |
|