Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $194K | Sell |
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|
2023
Q3 | $181K | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $198K | Buy |
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|
2022
Q3 | $125K | Sell |
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|
2022
Q2 | $155K | Buy |
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|
2022
Q1 | $133K | Sell |
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|
2021
Q4 | $136K | Buy |
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|
2021
Q3 | $123K | Buy |
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|
2021
Q2 | $120K | Buy |
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|
2021
Q1 | $86K | Hold |
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|
2020
Q4 | $85K | Sell |
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|
2020
Q3 | $75K | Buy |
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|
2020
Q2 | $72K | Sell |
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|
2020
Q1 | $75K | Hold |
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|
2019
Q4 | $88K | Hold |
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|
2019
Q3 | $85K | Sell |
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|
2019
Q2 | $82K | Buy |
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|
2019
Q1 | $72K | Hold |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $61K | Buy |
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|
2018
Q2 | $65K | Buy |
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|
2018
Q1 | $61K | Hold |
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|
2017
Q4 | $59K | Hold |
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|
2017
Q3 | $67K | Sell |
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|
2017
Q2 | $65K | Buy |
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|
2017
Q1 | $68K | Buy |
|