CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,533
| Closed | -$309K | – | 97 |
|
|
2019
Q2 | $309K | Sell |
5,533
-350
| -6% | -$19.5K | 0.19% | 81 |
|
|
2019
Q1 | $304K | Buy |
+5,883
| New | +$304K | 0.19% | 79 |
|
|
2013
Q3 | – | Sell |
-8,299
| Closed | -$366K | – | 66 |
|
|
2013
Q2 | $366K | Buy |
+8,299
| New | +$366K | 0.59% | 41 |
|