Bernardo Wealth Planning’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,888
| Closed | -$300K | – | 140 |
|
|
2020
Q4 | $300K | Buy |
4,888
+16
| +0.3% | +$982 | 0.12% | 133 |
|
|
2020
Q3 | $264K | Sell |
4,872
-206
| -4% | -$11.2K | 0.12% | 130 |
|
|
2020
Q2 | $263K | Sell |
5,078
-817
| -14% | -$42.3K | 0.14% | 116 |
|
|
2020
Q1 | $319K | Sell |
5,895
-208
| -3% | -$11.3K | 0.22% | 105 |
|
|
2019
Q4 | $388K | Sell |
6,103
-61
| -1% | -$3.88K | 0.24% | 105 |
|
|
2019
Q3 | $380K | Sell |
6,164
-353
| -5% | -$21.8K | 0.28% | 97 |
|
|
2019
Q2 | $360K | Sell |
6,517
-27
| -0.4% | -$1.49K | 0.28% | 98 |
|
|
2019
Q1 | $338K | Sell |
6,544
-107
| -2% | -$5.53K | 0.27% | 102 |
|
|
2018
Q4 | $292K | Buy |
+6,651
| New | +$292K | 0.26% | 103 |
|