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