ERTS Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,062
| Closed | -$514K | – | 91 |
|
|
2019
Q4 | $514K | Sell |
8,062
-190
| -2% | -$12.1K | 0.23% | 43 |
|
|
2019
Q3 | $510K | Sell |
8,252
-1,115
| -12% | -$68.9K | 0.26% | 42 |
|
|
2019
Q2 | $518K | Hold |
9,367
| – | – | 0.29% | 45 |
|
|
2019
Q1 | $484K | Sell |
9,367
-400
| -4% | -$20.7K | 0.29% | 46 |
|
|
2018
Q4 | $429K | Buy |
+9,767
| New | +$429K | 0.31% | 44 |
|