Essex Private Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,536
| Closed | -$214K | – | 66 |
|
|
2021
Q2 | $214K | Sell |
3,536
-144
| -4% | -$8.72K | 0.2% | 61 |
|
|
2021
Q1 | $229K | Hold |
3,680
| – | – | 0.22% | 60 |
|
|
2020
Q4 | $226K | Buy |
+3,680
| New | +$226K | 0.22% | 61 |
|
|
2020
Q1 | – | Sell |
-3,480
| Closed | -$221K | – | 59 |
|
|
2019
Q4 | $221K | Buy |
+3,480
| New | +$221K | 0.22% | 56 |
|