Lenox Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $222K | Sell |
2,905
-243
| -8% | -$18.6K | 0.03% | 106 |
|
|
2021
Q4 | $216K | Buy |
3,148
+26
| +0.8% | +$1.78K | 0.03% | 107 |
|
|
2021
Q3 | $193K | Buy |
3,122
+163
| +6% | +$10.1K | 0.02% | 105 |
|
|
2021
Q2 | $179K | Buy |
2,959
+2,432
| +461% | +$147K | 0.02% | 109 |
|
|
2021
Q1 | $33K | Buy |
527
+112
| +27% | +$7.01K | ﹤0.01% | 241 |
|
|
2020
Q4 | $25K | Buy |
415
+3
| +0.7% | +$181 | ﹤0.01% | 284 |
|
|
2020
Q3 | $22K | Hold |
412
| – | – | ﹤0.01% | 272 |
|
|
2020
Q2 | $21K | Hold |
412
| – | – | ﹤0.01% | 284 |
|
|
2020
Q1 | $22K | Sell |
412
-20
| -5% | -$1.07K | ﹤0.01% | 249 |
|
|
2019
Q4 | $28K | Buy |
432
+20
| +5% | +$1.3K | ﹤0.01% | 276 |
|
|
2019
Q3 | $25K | Buy |
+412
| New | +$25K | ﹤0.01% | 259 |
|
|
2016
Q4 | – | Sell |
-281
| Closed | -$14K | – | 177 |
|
|
2016
Q3 | $14K | Buy |
+281
| New | +$14K | ﹤0.01% | 161 |
|