CWM
Curi Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-163
| Closed | -$12K | – | 612 |
|
|
2022
Q2 | $12K | Buy |
163
+156
| +2,229% | +$11.5K | ﹤0.01% | 360 |
|
|
2022
Q1 | $0 | Buy |
7
+1
| +17% | – | ﹤0.01% | 642 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 595 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | – | – | 426 |
|
|
2020
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 502 |
|