Wintrust 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
Q4 | $95K | Sell |
1,163
-141
| -11% | -$11.5K | 0.08% | 169 |
|
|
2024
Q3 | $117K | Sell |
1,304
-10,034
| -88% | -$900K | 0.09% | 188 |
|
|
2024
Q2 | $880K | Buy |
11,338
+435
| +4% | +$33.8K | 0.07% | 212 |
|
|
2024
Q1 | $782K | Buy |
10,903
+53
| +0.5% | +$3.8K | 0.07% | 220 |
|
|
2023
Q4 | $761K | Buy |
10,850
+481
| +5% | +$33.7K | 0.07% | 220 |
|
|
2023
Q3 | $671K | Buy |
10,369
+196
| +2% | +$12.7K | 0.07% | 228 |
|
|
2023
Q2 | $715K | Buy |
10,173
+652
| +7% | +$45.8K | 0.07% | 224 |
|
|
2023
Q1 | $662K | Buy |
9,521
+4,908
| +106% | +$341K | 0.08% | 175 |
|
|
2022
Q4 | $329K | Buy |
4,613
+1,295
| +39% | +$92.4K | 0.04% | 275 |
|
|
2022
Q3 | $226K | Sell |
3,318
-2,056
| -38% | -$140K | 0.03% | 363 |
|
|
2022
Q2 | $383K | Sell |
5,374
-6,675
| -55% | -$476K | 0.05% | 261 |
|
|
2022
Q1 | $874K | Sell |
12,049
-81
| -0.7% | -$5.88K | 0.08% | 187 |
|
|
2021
Q4 | $832K | Buy |
+12,130
| New | +$832K | 0.08% | 194 |
|
|
2021
Q3 | – | Sell |
-9,975
| Closed | -$604K | – | 386 |
|
|
2021
Q2 | $604K | Buy |
9,975
+5,554
| +126% | +$336K | 0.06% | 240 |
|
|
2021
Q1 | $275K | Buy |
4,421
+390
| +10% | +$24.3K | 0.03% | 344 |
|
|
2020
Q4 | $248K | Sell |
4,031
-48
| -1% | -$2.95K | 0.07% | 154 |
|
|
2020
Q3 | $221K | Sell |
4,079
-200
| -5% | -$10.8K | 0.03% | 313 |
|
|
2020
Q2 | $222K | Buy |
4,279
+242
| +6% | +$12.6K | 0.03% | 316 |
|
|
2020
Q1 | $219K | Buy |
+4,037
| New | +$219K | 0.04% | 288 |
|