JWM
JGP Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,225
| Closed | -$328K | – | 137 |
|
|
2019
Q4 | $328K | Sell |
5,225
-341
| -6% | -$21.4K | 0.1% | 106 |
|
|
2019
Q3 | $340K | Sell |
5,566
-177
| -3% | -$10.8K | 0.12% | 98 |
|
|
2019
Q2 | $317K | Sell |
5,743
-491
| -8% | -$27.1K | 0.11% | 104 |
|
|
2019
Q1 | $322K | Sell |
6,234
-71,912
| -92% | -$3.71M | 0.12% | 99 |
|
|
2018
Q4 | $3.43M | Sell |
78,146
-437
| -0.6% | -$19.2K | 1.42% | 23 |
|
|
2018
Q3 | $3.43M | Buy |
78,583
+887
| +1% | +$38.8K | 1.37% | 27 |
|
|
2018
Q2 | $3.6M | Buy |
+77,696
| New | +$3.6M | 1.5% | 19 |
|