Harvest Investment Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,935
| Closed | -$378K | – | 156 |
|
|
2019
Q4 | $378K | Sell |
5,935
-548
| -8% | -$34.9K | 0.2% | 79 |
|
|
2019
Q3 | $401K | Buy |
6,483
+123
| +2% | +$7.61K | 0.2% | 84 |
|
|
2019
Q2 | $348K | Sell |
6,360
-422
| -6% | -$23.1K | 0.2% | 97 |
|
|
2019
Q1 | $348K | Buy |
6,782
+1,199
| +21% | +$61.5K | 0.2% | 92 |
|
|
2018
Q4 | $265K | Buy |
+5,583
| New | +$265K | 0.24% | 88 |
|