Farr Miller & Washington’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 | $319K | Sell |
5,142
-401
| -7% | -$24.9K | 0.02% | 152 |
|
|
2021
Q2 | $335K | Hold |
5,543
| – | – | 0.02% | 147 |
|
|
2021
Q1 | $345K | Sell |
5,543
-170
| -3% | -$10.6K | 0.02% | 145 |
|
|
2020
Q4 | $351K | Hold |
5,713
| – | – | 0.03% | 135 |
|
|
2020
Q3 | $310K | Hold |
5,713
| – | – | 0.03% | 136 |
|
|
2020
Q2 | $296K | Sell |
5,713
-2,300
| -29% | -$119K | 0.02% | 131 |
|
|
2020
Q1 | $434K | Buy |
+8,013
| New | +$434K | 0.04% | 97 |
|