Icon Wealth Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,452
| Closed | -$101K | – | 431 |
|
|
2023
Q1 | $101K | Buy |
+1,452
| New | +$101K | 0.01% | 410 |
|
|
2019
Q2 | – | Sell |
-1,960
| Closed | -$101K | – | 676 |
|
|
2019
Q1 | $101K | Buy |
+1,960
| New | +$101K | 0.04% | 221 |
|
|
2018
Q3 | – | Sell |
-1,970
| Closed | -$91K | – | 655 |
|
|
2018
Q2 | $91K | Buy |
+1,970
| New | +$91K | 0.04% | 258 |
|
|
2018
Q1 | – | Sell |
-1,160
| Closed | -$56K | – | 654 |
|
|
2017
Q4 | $56K | Buy |
+1,160
| New | +$56K | 0.03% | 393 |
|