Absher Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,868
| Closed | -$234K | – | 75 |
|
|
2021
Q2 | $234K | Hold |
3,868
| – | – | 0.04% | 69 |
|
|
2021
Q1 | $240K | Buy |
3,868
+100
| +3% | +$6.21K | 0.05% | 66 |
|
|
2020
Q4 | $231K | Sell |
3,768
-3,000
| -44% | -$184K | 0.05% | 66 |
|
|
2020
Q3 | $367K | Hold |
6,768
| – | – | 0.09% | 56 |
|
|
2020
Q2 | $351K | Buy |
6,768
+2,052
| +44% | +$106K | 0.09% | 58 |
|
|
2020
Q1 | $255K | Buy |
4,716
+646
| +16% | +$34.9K | 0.08% | 60 |
|
|
2019
Q4 | $285K | Buy |
+4,070
| New | +$285K | 0.07% | 64 |
|