Clearview Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,273
| Closed | -$89.4K | – | 550 |
|
|
2023
Q2 | $89.4K | Sell |
1,273
-109
| -8% | -$7.66K | 0.09% | 151 |
|
|
2023
Q1 | $96.2K | Buy |
1,382
+3
| +0.2% | +$209 | 0.1% | 148 |
|
|
2022
Q4 | $98.5K | Sell |
1,379
-22
| -2% | -$1.57K | 0.08% | 120 |
|
|
2022
Q3 | $95K | Buy |
1,401
+2
| +0.1% | +$136 | 0.08% | 120 |
|
|
2022
Q2 | $100K | Sell |
1,399
-130
| -9% | -$9.29K | 0.07% | 125 |
|
|
2022
Q1 | $111K | Sell |
1,529
-79
| -5% | -$5.74K | 0.07% | 132 |
|
|
2021
Q4 | $110K | Sell |
1,608
-691
| -30% | -$47.3K | 0.07% | 147 |
|
|
2021
Q3 | $142K | Buy |
2,299
+20
| +0.9% | +$1.24K | 0.09% | 134 |
|
|
2021
Q2 | $138K | Sell |
2,279
-25
| -1% | -$1.51K | 0.09% | 134 |
|
|
2021
Q1 | $143K | Buy |
2,304
+80
| +4% | +$4.97K | 0.09% | 135 |
|
|
2020
Q4 | $137K | Buy |
+2,224
| New | +$137K | 0.09% | 123 |
|