HPWA
Hall Private Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,977
| Closed | -$1.74M | – | 48 |
|
|
2022
Q1 | $1.74M | Sell |
23,977
-1,354
| -5% | -$98.2K | 0.93% | 22 |
|
|
2021
Q4 | $1.74M | Sell |
25,331
-19,430
| -43% | -$1.33M | 1.08% | 23 |
|
|
2021
Q3 | $2.77M | Sell |
44,761
-12,824
| -22% | -$795K | 1.77% | 19 |
|
|
2021
Q2 | $3.48M | Buy |
+57,585
| New | +$3.48M | 2.27% | 18 |
|
|
2020
Q4 | $2.22M | Buy |
+36,113
| New | +$2.22M | 1.83% | 15 |
|