HCR Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,708
| Closed | -$260K | – | 189 |
|
|
2023
Q2 | $260K | Buy |
+3,708
| New | +$260K | 0.05% | 147 |
|
|
2021
Q1 | – | Sell |
-3,602
| Closed | -$221K | – | 262 |
|
|
2020
Q4 | $221K | Buy |
+3,602
| New | +$221K | 0.05% | 168 |
|
|
2020
Q1 | – | Sell |
-3,446
| Closed | -$220K | – | 255 |
|
|
2019
Q4 | $220K | Buy |
+3,446
| New | +$220K | 0.05% | 144 |
|