Ziegler Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,073
| Closed | -$1.1M | – | 432 |
|
|
2021
Q4 | $1.1M | Sell |
16,073
-20,832
| -56% | -$1.43M | 0.04% | 310 |
|
|
2021
Q3 | $2.29M | Sell |
36,905
-8,432
| -19% | -$523K | 0.08% | 224 |
|
|
2021
Q2 | $2.74M | Sell |
45,337
-2,942
| -6% | -$178K | 0.09% | 236 |
|
|
2021
Q1 | $3M | Buy |
48,279
+975
| +2% | +$60.6K | 0.09% | 233 |
|
|
2020
Q4 | $2.91M | Sell |
47,304
-2,092
| -4% | -$129K | 0.1% | 227 |
|
|
2020
Q3 | $2.68M | Sell |
49,396
-13,348
| -21% | -$723K | 0.1% | 226 |
|
|
2020
Q2 | $3.25M | Sell |
62,744
-22,770
| -27% | -$1.18M | 0.1% | 214 |
|
|
2020
Q1 | $4.63M | Buy |
+85,514
| New | +$4.63M | 0.12% | 207 |
|