Clear Perspectives Financial Planning’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-90
| Closed | -$6K | – | 259 |
|
|
2022
Q3 | $6K | Buy |
90
+29
| +48% | +$1.93K | ﹤0.01% | 167 |
|
|
2022
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 188 |
|
|
2022
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 194 |
|
|
2021
Q4 | $4K | Buy |
61
+1
| +2% | +$66 | ﹤0.01% | 200 |
|
|
2021
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 186 |
|