C.M. Bidwell & Associates’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 | – | Sell |
-77
| Closed | -$6K | – | 550 |
|
|
2022
Q1 | $6K | Hold |
77
| – | – | ﹤0.01% | 399 |
|
|
2021
Q4 | $5K | Hold |
77
| – | – | ﹤0.01% | 440 |
|
|
2021
Q3 | $5K | Hold |
77
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $5K | Buy |
+77
| New | +$5K | ﹤0.01% | 468 |
|
|
2020
Q4 | – | Sell |
-39
| Closed | -$2K | – | 538 |
|
|
2020
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 428 |
|