Wintrust Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $95K | Sell |
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|
2024
Q3 | $117K | Sell |
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|
2024
Q2 | $880K | Buy |
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|
2024
Q1 | $782K | Buy |
|
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|
2023
Q4 | $761K | Buy |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $715K | Buy |
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|
2023
Q1 | $662K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $874K | Sell |
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|
2021
Q4 | $832K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $604K | Buy |
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|
2021
Q1 | $275K | Buy |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $221K | Sell |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | $219K | Buy |
|