JWCA
J.W. Coons Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,825
| Closed | -$535K | – | 252 |
|
|
2021
Q2 | $535K | Buy |
8,825
+2
| +0% | +$121 | 0.19% | 133 |
|
|
2021
Q1 | $548K | Buy |
8,823
+2
| +0% | +$124 | 0.2% | 130 |
|
|
2020
Q4 | $542K | Buy |
8,821
+2
| +0% | +$123 | 0.21% | 119 |
|
|
2020
Q3 | $478K | Buy |
8,819
+219
| +3% | +$11.9K | 0.2% | 122 |
|
|
2020
Q2 | $446K | Hold |
8,600
| – | – | 0.2% | 126 |
|
|
2020
Q1 | $465K | Buy |
+8,600
| New | +$465K | 0.24% | 106 |
|