Advocacy Wealth Management Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-113
| Closed | -$8K | – | 116 |
|
|
2022
Q3 | $8K | Hold |
113
| – | – | ﹤0.01% | 101 |
|
|
2022
Q2 | $8K | Hold |
113
| – | – | ﹤0.01% | 103 |
|
|
2022
Q1 | $8K | Hold |
113
| – | – | ﹤0.01% | 111 |
|
|
2021
Q4 | $8K | Hold |
113
| – | – | ﹤0.01% | 125 |
|
|
2021
Q3 | $7K | Sell |
113
-523
| -82% | -$33.7K | ﹤0.01% | 130 |
|
|
2021
Q2 | $38K | Buy |
+636
| New | +$40.7K | 0.01% | 74 |
|
|
2021
Q1 | – | Sell |
-113
| Closed | -$7K | – | 150 |
|
|
2020
Q4 | $7K | Hold |
113
| – | – | ﹤0.01% | 125 |
|
|
2020
Q3 | $6K | Hold |
113
| – | – | ﹤0.01% | 124 |
|
|
2020
Q2 | $6K | Buy |
+113
| New | +$6.28K | ﹤0.01% | 119 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$9K | – | 195 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | 0.01% | 154 |
|
|
2017
Q4 | $10K | Hold |
200
| – | – | 0.01% | 159 |
|
|
2017
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 196 |
|
|
2017
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 191 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 207 |
|
|
2016
Q4 | $10K | Sell |
200
-12
| -6% | -$590 | ﹤0.01% | 201 |
|
|
2016
Q3 | $11K | Sell |
212
-800
| -79% | -$42.1K | ﹤0.01% | 262 |
|
|
2016
Q2 | $54K | Sell |
1,012
-1,403
| -58% | -$70.6K | 0.03% | 140 |
|
|
2016
Q1 | $125K | Sell |
2,415
-1,400
| -37% | -$68.2K | 0.09% | 115 |
|
|
2015
Q4 | $178K | Buy |
+3,815
| New | +$173K | 0.2% | 92 |
|
|
2013
Q3 | $106K | Buy |
2,563
+2,260
| +746% | +$97.4K | 0.29% | 62 |
|
|
2013
Q2 | $13K | Buy |
+303
| New | +$13.9K | 0.05% | 173 |
|
Other funds holding SO
AWA
