Lenox Wealth Advisors’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
Q1 | $222K | Sell |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | $193K | Buy |
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|
2021
Q2 | $179K | Buy |
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|
2021
Q1 | $33K | Buy |
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|
2020
Q4 | $25K | Buy |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $22K | Sell |
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|
2019
Q4 | $28K | Buy |
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|
2019
Q3 | $25K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $14K | Buy |
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