Howard Financial 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 |
-4,682
| Closed | -$298K | – | 125 |
|
|
2019
Q4 | $298K | Hold |
4,682
| – | – | 0.18% | 75 |
|
|
2019
Q3 | $289K | Hold |
4,682
| – | – | 0.19% | 68 |
|
|
2019
Q2 | $259K | Buy |
4,682
+10
| +0.2% | +$553 | 0.18% | 73 |
|
|
2019
Q1 | $241K | Sell |
4,672
-72
| -2% | -$3.71K | 0.17% | 77 |
|
|
2018
Q4 | $208K | Buy |
+4,744
| New | +$208K | 0.16% | 80 |
|