DWMG
DB Wealth Management Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.51K | Hold |
50
| – | – | ﹤0.01% | 332 |
|
|
2023
Q3 | $3.24K | Hold |
50
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $3.51K | Hold |
50
| – | – | ﹤0.01% | 324 |
|
|
2023
Q1 | $3.48K | Hold |
50
| – | – | ﹤0.01% | 316 |
|
|
2022
Q4 | $3.57K | Buy |
+50
| New | +$3.57K | ﹤0.01% | 312 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$3K | – | 383 |
|
|
2021
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 328 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 318 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 322 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 333 |
|
|
2020
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 329 |
|