Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-522
| Closed | -$37.4K | – | 409 |
|
|
2024
Q1 | $37.4K | Buy |
522
+508
| +3,629% | +$36.4K | ﹤0.01% | 150 |
|
|
2023
Q4 | $1K | Sell |
14
-498
| -97% | -$35.6K | ﹤0.01% | 325 |
|
|
2023
Q3 | $33.1K | Buy |
512
+5
| +1% | +$324 | ﹤0.01% | 143 |
|
|
2023
Q2 | $35.6K | Buy |
507
+8
| +2% | +$562 | 0.01% | 127 |
|
|
2023
Q1 | $34.7K | Buy |
499
+485
| +3,464% | +$33.7K | 0.01% | 133 |
|
|
2022
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 325 |
|
|
2022
Q3 | $952 | Hold |
14
| – | – | ﹤0.01% | 303 |
|
|
2022
Q2 | $999 | Buy |
+14
| New | +$999 | ﹤0.01% | 308 |
|