Zeke Capital Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $639K | Sell |
8,944
-847
| -9% | -$60.5K | 0.04% | 202 |
|
|
2022
Q3 | $666K | Sell |
9,791
-64
| -0.6% | -$4.35K | 0.05% | 167 |
|
|
2022
Q2 | $703K | Sell |
9,855
-6
| -0.1% | -$428 | 0.05% | 167 |
|
|
2022
Q1 | $715K | Buy |
+9,861
| New | +$715K | 0.04% | 178 |
|
|
2018
Q4 | – | Sell |
-5,656
| Closed | -$247K | – | 640 |
|
|
2018
Q3 | $247K | Buy |
+5,656
| New | +$247K | 0.02% | 560 |
|
|
2018
Q2 | – | Sell |
-16,829
| Closed | -$752K | – | 692 |
|
|
2018
Q1 | $752K | Sell |
16,829
-17,294
| -51% | -$773K | 0.07% | 249 |
|
|
2017
Q4 | $1.64M | Buy |
34,123
+11,087
| +48% | +$533K | 0.17% | 105 |
|
|
2017
Q3 | $1.13M | Buy |
23,036
+12,951
| +128% | +$636K | 0.16% | 108 |
|
|
2017
Q2 | $483K | Buy |
10,085
+2,118
| +27% | +$101K | 0.09% | 136 |
|
|
2017
Q1 | $397K | Buy |
7,967
+1,624
| +26% | +$80.9K | 0.08% | 150 |
|
|
2016
Q4 | $312K | Buy |
+6,343
| New | +$312K | 0.08% | 128 |
|