HGWM
Harvest Group Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,753
| Closed | -$108K | – | 613 |
|
|
2020
Q4 | $108K | Buy |
1,753
+19
| +1% | +$1.17K | 0.06% | 66 |
|
|
2020
Q3 | $94K | Buy |
1,734
+20
| +1% | +$1.08K | 0.07% | 62 |
|
|
2020
Q2 | $88K | Buy |
1,714
+19
| +1% | +$975 | 0.07% | 56 |
|
|
2020
Q1 | $91K | Buy |
1,695
+16
| +1% | +$859 | 0.09% | 59 |
|
|
2019
Q4 | $106K | Buy |
1,679
+16
| +1% | +$1.01K | 0.09% | 54 |
|
|
2019
Q3 | $103K | Buy |
1,663
+18
| +1% | +$1.12K | 0.13% | 53 |
|
|
2019
Q2 | $90K | Buy |
1,645
+17
| +1% | +$930 | 0.12% | 50 |
|
|
2019
Q1 | $84K | Buy |
+1,628
| New | +$84K | 0.08% | 65 |
|