Clarus Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-73
| Closed | -$4K | – | 489 |
|
|
2019
Q2 | $4K | Sell |
73
-1,016
| -93% | -$55.7K | ﹤0.01% | 523 |
|
|
2019
Q1 | $56K | Buy |
1,089
+10
| +0.9% | +$514 | 0.04% | 271 |
|
|
2018
Q4 | $47K | Sell |
1,079
-192
| -15% | -$8.36K | 0.07% | 267 |
|
|
2018
Q3 | $55K | Sell |
1,271
-211
| -14% | -$9.13K | 0.04% | 284 |
|
|
2018
Q2 | $66K | Buy |
+1,482
| New | +$66K | 0.05% | 242 |
|