BT 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 | $928K | Hold |
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|
2022
Q1 | $944K | Sell |
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|
2021
Q4 | $897K | Buy |
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|
2021
Q3 | $437K | Hold |
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|
2021
Q2 | $427K | Hold |
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|
2021
Q1 | $438K | Hold |
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|
2020
Q4 | $433K | Sell |
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|
2020
Q3 | $384K | Sell |
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|
2020
Q2 | $682K | Sell |
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|
2020
Q1 | $753K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $812K | Hold |
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|
2019
Q2 | $756K | Hold |
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|
2019
Q1 | $680K | Sell |
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|
2018
Q4 | $731K | Buy |
|