B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.59K | Buy |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $913K | Sell |
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|
2021
Q3 | $841K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $359K | Sell |
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|
2020
Q1 | $963K | Buy |
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|
2019
Q4 | $391K | Sell |
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|
2019
Q3 | $387K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $38K | Sell |
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|
2015
Q1 | $54K | Sell |
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|
2014
Q4 | $79K | Buy |
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|
2014
Q3 | $54K | Buy |
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|
2014
Q2 | $56K | Buy |
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|
2014
Q1 | $43K | Buy |
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