Capital Directions Investment Advisors’s Southern Company SO Stock Holding History

Capital Directions Investment Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$62.6K	Buy
2022 Q3	–	Sell
2022 Q2	$18K	Hold
2022 Q1	$19K	Buy
2021 Q3	–	Sell
2021 Q2	$6K	Buy
2020 Q1	–	Sell
2019 Q4	$190K	Buy
2019 Q3	$124K	Buy
2018 Q3	–	Sell
2018 Q2	$42K	Buy