JGP Wealth Management’s Southern Company SO Stock Holding History

JGP Wealth Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$328K	Sell
2019 Q3	$340K	Sell
2019 Q2	$317K	Sell
2019 Q1	$322K	Sell
2018 Q4	$3.43M	Sell
2018 Q3	$3.43M	Buy
2018 Q2	$3.6M	Buy