LWM
LBA Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $72K | Hold |
1,441
| – | – | 0.04% | 174 |
|
|
2016
Q4 | $71K | Hold |
1,441
| – | – | 0.04% | 168 |
|
|
2016
Q3 | $74K | Hold |
1,441
| – | – | 0.04% | 172 |
|
|
2016
Q2 | $77K | Hold |
1,441
| – | – | 0.04% | 170 |
|
|
2016
Q1 | $75K | Sell |
1,441
-911
| -39% | -$47.4K | 0.04% | 172 |
|
|
2015
Q4 | $110K | Hold |
2,352
| – | – | 0.06% | 154 |
|
|
2015
Q3 | $105K | Buy |
2,352
+1,271
| +118% | +$56.7K | 0.07% | 144 |
|
|
2015
Q2 | $45K | Hold |
1,081
| – | – | 0.03% | 172 |
|
|
2015
Q1 | $48K | Buy |
1,081
+1,051
| +3,503% | +$46.7K | 0.03% | 172 |
|
|
2014
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 285 |
|
|
2014
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 421 |
|
|
2014
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 267 |
|
|
2014
Q1 | $1K | Sell |
30
-111
| -79% | -$3.7K | ﹤0.01% | 258 |
|
|
2013
Q4 | $6K | Buy |
+141
| New | +$6K | ﹤0.01% | 239 |
|