CWM
C2C Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-182,246
| Closed | -$11.4M | – | 212 |
|
|
2023
Q3 | $11.4M | Hold |
182,246
| – | – | 1.61% | 3 |
|
|
2023
Q2 | $12.9M | Sell |
182,246
-7,240
| -4% | -$511K | 1.7% | 3 |
|
|
2023
Q1 | $13.7M | Sell |
189,486
-100
| -0.1% | -$7.21K | 2.2% | 3 |
|
|
2022
Q4 | $12.7M | Hold |
189,586
| – | – | 2.19% | 2 |
|
|
2022
Q3 | $13.4M | Sell |
189,586
-13,265
| -7% | -$938K | 2.62% | 3 |
|
|
2022
Q2 | $14.6M | Hold |
202,851
| – | – | 2.67% | 2 |
|
|
2022
Q1 | $15.6M | Hold |
202,851
| – | – | 2.65% | 3 |
|
|
2021
Q4 | $13.9M | Buy |
+202,851
| New | +$13.9M | 2% | 3 |
|