Heritage Wealth Management (Arizona)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $155K | Buy |
2,174
+1,129
| +108% | +$80.6K | 0.02% | 359 |
|
|
2022
Q3 | $71K | Buy |
1,045
+23
| +2% | +$1.56K | 0.02% | 361 |
|
|
2022
Q2 | $72.9K | Hold |
1,022
| – | – | 0.02% | 367 |
|
|
2022
Q1 | $74K | Buy |
+1,022
| New | +$74K | 0.02% | 411 |
|
|
2021
Q3 | $108K | Sell |
1,749
-2
| -0.1% | -$123 | 0.04% | 324 |
|
|
2021
Q2 | $106K | Sell |
1,751
-238
| -12% | -$14.4K | 0.04% | 330 |
|
|
2021
Q1 | $124K | Buy |
+1,989
| New | +$124K | 0.07% | 221 |
|