Lake Point Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5K | Buy |
+77
| New | +$5K | ﹤0.01% | 238 |
|
|
2020
Q1 | – | Sell |
-109
| Closed | -$7K | – | 449 |
|
|
2019
Q4 | $7K | Buy |
+109
| New | +$7K | ﹤0.01% | 316 |
|
|
2019
Q2 | $13K | Hold |
231
| – | – | ﹤0.01% | 295 |
|
|
2019
Q1 | $13K | Sell |
231
-9,314
| -98% | -$524K | ﹤0.01% | 295 |
|
|
2018
Q4 | $419K | Buy |
+9,545
| New | +$419K | 0.16% | 94 |
|