Domani Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $334K | Sell |
|
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|
2022
Q1 | $390K | Hold |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $279K | Hold |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | $245K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $219K | Sell |
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|
2016
Q2 | $294K | Sell |
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|
2016
Q1 | $302K | Buy |
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|
2015
Q4 | $260K | Buy |
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|
2015
Q3 | $202K | Buy |
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