Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $18K | Buy |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $14K | Sell |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $26K | Sell |
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|
2018
Q4 | $11M | Buy |
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|
2018
Q3 | $6.53M | Buy |
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|
2018
Q2 | $5.81M | Sell |
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|
2018
Q1 | $6.1M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4.08M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $6K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $704K | Sell |
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|
2015
Q2 | $988K | Buy |
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|
2015
Q1 | $755K | Buy |
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|
2014
Q4 | $636K | Sell |
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|
2014
Q3 | $8.23M | Buy |
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|
2014
Q2 | $8.54M | Buy |
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|
2014
Q1 | $8.26M | Buy |
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|
2013
Q4 | $7.05M | Buy |
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|
2013
Q3 | $5.97M | Buy |
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