AFWM
AMJ Financial Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,892
| Closed | -$201K | – | 82 |
|
|
2023
Q1 | $201K | Sell |
2,892
-1,786
| -38% | -$124K | 0.13% | 56 |
|
|
2022
Q4 | $334K | Hold |
4,678
| – | – | 0.2% | 44 |
|
|
2022
Q3 | $318K | Hold |
4,678
| – | – | 0.21% | 41 |
|
|
2022
Q2 | $334K | Sell |
4,678
-289
| -6% | -$20.6K | 0.28% | 39 |
|
|
2022
Q1 | $360K | Hold |
4,967
| – | – | 0.14% | 66 |
|
|
2021
Q4 | $341K | Hold |
4,967
| – | – | 0.12% | 70 |
|
|
2021
Q3 | $308K | Hold |
4,967
| – | – | 0.13% | 79 |
|
|
2021
Q2 | $301K | Hold |
4,967
| – | – | 0.13% | 79 |
|
|
2021
Q1 | $309K | Sell |
4,967
-3,421
| -41% | -$213K | 0.15% | 71 |
|
|
2020
Q4 | $515K | Hold |
8,388
| – | – | 0.26% | 57 |
|
|
2020
Q3 | $455K | Sell |
8,388
-508
| -6% | -$27.6K | 0.27% | 50 |
|
|
2020
Q2 | $461K | Sell |
8,896
-40,855
| -82% | -$2.12M | 0.31% | 46 |
|
|
2020
Q1 | $2.69M | Sell |
49,751
-14,040
| -22% | -$760K | 4.68% | 9 |
|
|
2019
Q4 | $4.06M | Buy |
+63,791
| New | +$4.06M | 2.86% | 11 |
|