Claraphi Advisory Network’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $596K | Hold |
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|
2021
Q3 | $538K | Hold |
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|
2021
Q2 | $526K | Sell |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $540K | Sell |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $522K | Buy |
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|
2020
Q1 | $528K | Buy |
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|
2019
Q4 | $541K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $488K | Sell |
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|
2019
Q1 | $465K | Sell |
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|
2018
Q4 | $486K | Buy |
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|
2018
Q3 | $423K | Sell |
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|
2018
Q2 | $849K | Buy |
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|
2018
Q1 | $616K | Buy |
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|
2017
Q4 | $562K | Buy |
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