Wexford Capital’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 |
-16,158
| Closed | -$1.13M | – | 280 |
|
|
2023
Q4 | $1.13M | Sell |
16,158
-26,172
| -62% | -$1.84M | 0.24% | 75 |
|
|
2023
Q3 | $2.74M | Buy |
+42,330
| New | +$2.74M | 0.61% | 36 |
|
|
2023
Q2 | – | Sell |
-2,953
| Closed | -$205K | – | 250 |
|
|
2023
Q1 | $205K | Buy |
+2,953
| New | +$205K | 0.04% | 166 |
|
|
2022
Q1 | – | Sell |
-6,000
| Closed | -$411 | – | 217 |
|
|
2021
Q4 | $411 | Buy |
+6,000
| New | +$411 | 0.02% | 142 |
|