Lehman & Derafelo Financial Resources’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $320K | Sell |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $325K | Hold |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $307K | Buy |
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|
2019
Q3 | $297K | Buy |
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|
2019
Q2 | $270K | Buy |
|