AWM
Altavista Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $351K | Hold |
5,118
| – | – | 0.07% | 149 |
|
|
2021
Q3 | $317K | Sell |
5,118
-1,984
| -28% | -$123K | 0.07% | 148 |
|
|
2021
Q2 | $430K | Sell |
7,102
-20
| -0.3% | -$1.21K | 0.09% | 129 |
|
|
2021
Q1 | $443K | Hold |
7,122
| – | – | 0.11% | 123 |
|
|
2020
Q4 | $438K | Hold |
7,122
| – | – | 0.11% | 119 |
|
|
2020
Q3 | $386K | Buy |
7,122
+100
| +1% | +$5.42K | 0.11% | 121 |
|
|
2020
Q2 | $364K | Hold |
7,022
| – | – | 0.11% | 119 |
|
|
2020
Q1 | $380K | Buy |
7,022
+1,000
| +17% | +$54.1K | 0.13% | 108 |
|
|
2019
Q4 | $384K | Hold |
6,022
| – | – | 0.11% | 123 |
|
|
2019
Q3 | $372K | Buy |
6,022
+1,984
| +49% | +$123K | 0.12% | 118 |
|
|
2019
Q2 | $223K | Sell |
4,038
-200
| -5% | -$11K | 0.07% | 152 |
|
|
2019
Q1 | $219K | Buy |
+4,238
| New | +$219K | 0.08% | 147 |
|
|
2018
Q1 | – | Sell |
-5,156
| Closed | -$248K | – | 146 |
|
|
2017
Q4 | $248K | Buy |
5,156
+1,000
| +24% | +$48.1K | 0.1% | 133 |
|
|
2017
Q3 | $204K | Buy |
+4,156
| New | +$204K | 0.1% | 136 |
|