CWM
Cedar Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-211
| Closed | -$19K | – | 242 |
|
|
2024
Q3 | $19K | Sell |
211
-334
| -61% | -$30.1K | 0.01% | 195 |
|
|
2024
Q2 | $42.3K | Hold |
545
| – | – | 0.01% | 166 |
|
|
2024
Q1 | $39.1K | Buy |
545
+211
| +63% | +$15.1K | 0.01% | 178 |
|
|
2023
Q4 | $23.4K | Hold |
334
| – | – | 0.01% | 187 |
|
|
2023
Q3 | $21.6K | Hold |
334
| – | – | 0.01% | 196 |
|
|
2023
Q2 | $23.5K | Hold |
334
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $23.2K | Hold |
334
| – | – | 0.01% | 196 |
|
|
2022
Q4 | $23.9K | Hold |
334
| – | – | 0.01% | 189 |
|
|
2022
Q3 | $23K | Hold |
334
| – | – | 0.01% | 212 |
|
|
2022
Q2 | $24K | Hold |
334
| – | – | 0.01% | 212 |
|
|
2022
Q1 | $24K | Hold |
334
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $23K | Buy |
+334
| New | +$23K | 0.01% | 236 |
|