BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $928K | Hold |
13,016
| – | – | 0.26% | 23 |
|
|
2022
Q1 | $944K | Sell |
13,016
-60
| -0.5% | -$4.35K | 0.25% | 26 |
|
|
2021
Q4 | $897K | Buy |
13,076
+6,025
| +85% | +$413K | 0.24% | 26 |
|
|
2021
Q3 | $437K | Hold |
7,051
| – | – | 0.14% | 35 |
|
|
2021
Q2 | $427K | Hold |
7,051
| – | – | 0.13% | 37 |
|
|
2021
Q1 | $438K | Hold |
7,051
| – | – | 0.15% | 36 |
|
|
2020
Q4 | $433K | Sell |
7,051
-28
| -0.4% | -$1.72K | 0.16% | 34 |
|
|
2020
Q3 | $384K | Sell |
7,079
-6,072
| -46% | -$329K | 0.17% | 36 |
|
|
2020
Q2 | $682K | Sell |
13,151
-750
| -5% | -$38.9K | 0.35% | 25 |
|
|
2020
Q1 | $753K | Sell |
13,901
-3,562
| -20% | -$193K | 0.43% | 23 |
|
|
2019
Q4 | $1.11M | Buy |
17,463
+4,312
| +33% | +$275K | 0.57% | 24 |
|
|
2019
Q3 | $812K | Hold |
13,151
| – | – | 0.45% | 26 |
|
|
2019
Q2 | $756K | Hold |
13,151
| – | – | 0.44% | 25 |
|
|
2019
Q1 | $680K | Sell |
13,151
-1,697
| -11% | -$87.7K | 0.4% | 29 |
|
|
2018
Q4 | $731K | Buy |
+14,848
| New | +$731K | 0.32% | 39 |
|