JWM
Janiczek Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $290K | Sell |
3,745
-12
| -0.3% | -$931 | 0.06% | 135 |
|
|
2024
Q1 | $270K | Buy |
3,757
+3
| +0.1% | +$215 | 0.06% | 146 |
|
|
2023
Q4 | $263K | Buy |
3,754
+631
| +20% | +$44.2K | 0.06% | 124 |
|
|
2023
Q3 | $202K | Hold |
3,123
| – | – | 0.05% | 142 |
|
|
2023
Q2 | $219K | Hold |
3,123
| – | – | 0.06% | 121 |
|
|
2023
Q1 | $225K | Hold |
3,123
| – | – | 0.06% | 110 |
|
|
2022
Q4 | $220K | Hold |
3,123
| – | – | 0.06% | 110 |
|
|
2022
Q3 | $200K | Hold |
3,123
| – | – | 0.07% | 102 |
|
|
2022
Q2 | $240K | Hold |
3,123
| – | – | 0.07% | 85 |
|
|
2022
Q1 | $226K | Hold |
3,123
| – | – | 0.06% | 100 |
|
|
2021
Q4 | $214K | Hold |
3,123
| – | – | 0.06% | 93 |
|
|
2021
Q3 | $194K | Buy |
3,123
+8
| +0.3% | +$497 | 0.07% | 95 |
|
|
2021
Q2 | $188K | Hold |
3,115
| – | – | 0.07% | 86 |
|
|
2021
Q1 | $194K | Hold |
3,115
| – | – | 0.08% | 72 |
|
|
2020
Q4 | $191K | Hold |
3,115
| – | – | 0.09% | 59 |
|
|
2020
Q3 | $169K | Sell |
3,115
-64
| -2% | -$3.47K | 0.09% | 49 |
|
|
2020
Q2 | $165K | Buy |
3,179
+64
| +2% | +$3.32K | 0.09% | 42 |
|
|
2020
Q1 | $169K | Hold |
3,115
| – | – | 0.1% | 38 |
|
|
2019
Q4 | $198K | Hold |
3,115
| – | – | 0.09% | 38 |
|
|
2019
Q3 | $192K | Hold |
3,115
| – | – | 0.09% | 39 |
|
|
2019
Q2 | $172K | Hold |
3,115
| – | – | 0.08% | 38 |
|
|
2019
Q1 | $161K | Hold |
3,115
| – | – | 0.08% | 42 |
|
|
2018
Q4 | $137K | Hold |
3,115
| – | – | 0.07% | 49 |
|
|
2018
Q3 | $136K | Hold |
3,115
| – | – | 0.07% | 46 |
|
|
2018
Q2 | $144K | Buy |
+3,115
| New | +$144K | 0.08% | 44 |
|
|
2017
Q1 | – | Sell |
-3,406
| Closed | -$168K | – | 50 |
|
|
2016
Q4 | $168K | Buy |
+3,406
| New | +$168K | 0.08% | 29 |
|