Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-266
| Closed | -$16K | – | 552 |
|
|
2021
Q3 | $16K | Hold |
266
| – | – | ﹤0.01% | 348 |
|
|
2021
Q2 | $16K | Hold |
266
| – | – | ﹤0.01% | 341 |
|
|
2021
Q1 | $17K | Hold |
266
| – | – | ﹤0.01% | 325 |
|
|
2020
Q4 | $16K | Hold |
266
| – | – | ﹤0.01% | 291 |
|
|
2020
Q3 | $14K | Hold |
266
| – | – | ﹤0.01% | 313 |
|
|
2020
Q2 | $14K | Buy |
+266
| New | +$14K | ﹤0.01% | 250 |
|
|
2020
Q1 | – | Sell |
-166
| Closed | -$11K | – | 602 |
|
|
2019
Q4 | $11K | Buy |
+166
| New | +$11K | ﹤0.01% | 289 |
|
|
2019
Q3 | – | Sell |
-154
| Closed | -$9K | – | 578 |
|
|
2019
Q2 | $9K | Buy |
+154
| New | +$9K | ﹤0.01% | 191 |
|