JA
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 |
|