Financial Architects (New Jersey)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $440K | Buy |
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|
2020
Q2 | $364K | Sell |
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|
2020
Q1 | $833K | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $787K | Buy |
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|
2018
Q3 | $700K | Buy |
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|
2018
Q2 | $175K | Sell |
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|
2018
Q1 | $232K | Sell |
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|
2017
Q4 | $251K | Sell |
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|
2017
Q3 | $285K | Buy |
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|
2017
Q2 | $273K | Sell |
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|
2017
Q1 | $310K | Sell |
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|
2016
Q4 | $378K | Sell |
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|
2016
Q3 | $852K | Sell |
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|
2016
Q2 | $923K | Buy |
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|
2016
Q1 | $809K | Buy |
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|
2015
Q4 | $233K | Sell |
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|
2015
Q3 | $228K | Buy |
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|
2015
Q2 | $195K | Sell |
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|
2015
Q1 | $218K | Sell |
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|
2014
Q4 | $248K | Buy |
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|
2014
Q3 | $214K | Buy |
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|
2014
Q2 | $222K | Sell |
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|
2014
Q1 | $220K | Sell |
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|
2013
Q4 | $252K | Sell |
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|
2013
Q3 | $262K | Buy |
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|
2013
Q2 | $241K | Buy |
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