Fusion Family Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-572
| Closed | -$25K | – | 231 |
|
|
2018
Q4 | $25K | Buy |
572
+6
| +1% | +$262 | 0.01% | 144 |
|
|
2018
Q3 | $25K | Buy |
566
+6
| +1% | +$265 | 0.01% | 157 |
|
|
2018
Q2 | $26K | Buy |
560
+5
| +0.9% | +$232 | 0.01% | 169 |
|
|
2018
Q1 | $25K | Buy |
555
+205
| +59% | +$9.23K | 0.01% | 160 |
|
|
2017
Q4 | $17K | Buy |
+350
| New | +$17K | ﹤0.01% | 190 |
|
|
2017
Q3 | – | Sell |
-330
| Closed | -$16K | – | 286 |
|
|
2017
Q2 | $16K | Hold |
330
| – | – | 0.01% | 184 |
|
|
2017
Q1 | $16K | Sell |
330
-63
| -16% | -$3.06K | 0.01% | 183 |
|
|
2016
Q4 | $19K | Buy |
+393
| New | +$19K | 0.01% | 192 |
|