Altavista 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $351K | Hold |
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2021
Q3 | $317K | Sell |
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2021
Q2 | $430K | Sell |
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2021
Q1 | $443K | Hold |
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2020
Q4 | $438K | Hold |
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2020
Q3 | $386K | Buy |
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2020
Q2 | $364K | Hold |
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2020
Q1 | $380K | Buy |
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2019
Q4 | $384K | Hold |
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2019
Q3 | $372K | Buy |
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2019
Q2 | $223K | Sell |
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2019
Q1 | $219K | Buy |
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2018
Q1 | – | Sell |
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2017
Q4 | $248K | Buy |
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2017
Q3 | $204K | Buy |
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