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JOYN Advisors’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$240K Buy
4,440
+89
+2% +$4.81K 0.08% 85
2019
Q4
$277K Buy
4,351
+9
+0.2% +$573 0.06% 89
2019
Q3
$268K Sell
4,342
-350
-7% -$21.6K 0.06% 82
2019
Q2
$262K Buy
4,692
+676
+17% +$37.7K 0.06% 91
2019
Q1
$208K Sell
4,016
-1,006
-20% -$52.1K 0.05% 110
2018
Q4
$221K Buy
5,022
+786
+19% +$34.6K 0.05% 102
2018
Q3
$185K Sell
4,236
-278
-6% -$12.1K 0.03% 150
2018
Q2
$209K Buy
4,514
+3,990
+761% +$185K 0.04% 136
2018
Q1
$23K Buy
+524
New +$23K ﹤0.01% 641