Confluence Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $512K | Sell |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $449K | Buy |
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|
2019
Q4 | $528K | Hold |
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|
2019
Q3 | $512K | Buy |
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|
2019
Q2 | $445K | Buy |
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|
2019
Q1 | $407K | Buy |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $343K | Buy |
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|
2018
Q2 | $356K | Buy |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $243K | Sell |
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|
2017
Q3 | $250K | Buy |
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|
2017
Q2 | $220K | Sell |
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|
2017
Q1 | $229K | Buy |
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|
2016
Q4 | $208K | Sell |
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|
2016
Q3 | $240K | Buy |
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|
2016
Q2 | $218K | Buy |
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