Atlas Private Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-176
| Closed | -$11K | – | 335 |
|
|
2021
Q1 | $11K | Buy |
176
+76
| +76% | +$4.75K | 0.01% | 306 |
|
|
2020
Q4 | $6K | Sell |
100
-110
| -52% | -$6.6K | ﹤0.01% | 336 |
|
|
2020
Q3 | $11K | Sell |
210
-480
| -70% | -$25.1K | 0.01% | 303 |
|
|
2020
Q2 | $36K | Hold |
690
| – | – | 0.03% | 217 |
|
|
2020
Q1 | $37K | Hold |
690
| – | – | 0.03% | 203 |
|
|
2019
Q4 | $44K | Buy |
+690
| New | +$44K | 0.03% | 214 |
|