Juncture Wealth Strategies’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $587K | Sell |
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|
2023
Q2 | $645K | Buy |
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|
2023
Q1 | $624K | Sell |
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|
2022
Q4 | $870K | Sell |
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|
2022
Q3 | $890K | Buy |
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|
2022
Q2 | $832K | Buy |
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|
2022
Q1 | $827K | Sell |
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|
2021
Q4 | $796K | Buy |
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|
2021
Q3 | $695K | Sell |
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|
2021
Q2 | $735K | Buy |
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|
2021
Q1 | $647K | Buy |
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|
2020
Q4 | $615K | Buy |
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|
2020
Q3 | $499K | Buy |
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|
2020
Q2 | $436K | Buy |
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|
2020
Q1 | $417K | Buy |
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|
2019
Q4 | $452K | Buy |
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|
2019
Q3 | $420K | Buy |
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|
2019
Q2 | $304K | Buy |
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|
2019
Q1 | $227K | Sell |
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|
2018
Q4 | $906K | Sell |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $1.05M | Hold |
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|
2017
Q4 | $1.13M | Sell |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.18M | Hold |
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|
2017
Q1 | $1.23M | Sell |
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|
2016
Q4 | $1.24M | Buy |
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|
2016
Q3 | $1.28M | Buy |
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|
2016
Q2 | $660K | Sell |
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|
2016
Q1 | $647K | Sell |
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|
2015
Q4 | $594K | Buy |
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|
2015
Q3 | $514K | Buy |
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|
2015
Q2 | $289K | Buy |
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|
2015
Q1 | $244K | Buy |
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