Aevitas Wealth Management’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 | $386K | Buy |
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|
2022
Q3 | $366K | Buy |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $364K | Sell |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $365K | Buy |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | $282K | Buy |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $308K | Buy |
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|
2018
Q4 | $261K | Buy |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $291K | Buy |
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|
2018
Q1 | $279K | Buy |
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|
2017
Q4 | $299K | Buy |
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