Gantzert Investment Company’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-150
| Closed | -$8K | – | 59 |
|
|
2020
Q1 | $8K | Hold |
150
| – | – | 0.01% | 57 |
|
|
2019
Q4 | $10K | Sell |
150
-50
| -25% | -$3.33K | 0.01% | 58 |
|
|
2019
Q3 | $12K | Sell |
200
-200
| -50% | -$12K | 0.01% | 60 |
|
|
2019
Q2 | $22K | Hold |
400
| – | – | 0.02% | 58 |
|
|
2019
Q1 | $21K | Sell |
400
-150
| -27% | -$7.88K | 0.02% | 56 |
|
|
2018
Q4 | $24K | Buy |
+550
| New | +$24K | 0.03% | 52 |
|