Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,294
| Closed | -$144K | – | 958 |
|
|
2021
Q3 | $144K | Buy |
2,294
+1,159
| +102% | +$72.8K | 0.05% | 221 |
|
|
2021
Q2 | $69K | Buy |
1,135
+11
| +1% | +$669 | 0.03% | 267 |
|
|
2021
Q1 | $66K | Hold |
1,124
| – | – | 0.03% | 237 |
|
|
2020
Q4 | $66K | Buy |
1,124
+619
| +123% | +$36.3K | 0.03% | 234 |
|
|
2020
Q3 | $27K | Sell |
505
-141
| -22% | -$7.54K | 0.02% | 354 |
|
|
2020
Q2 | $33K | Buy |
646
+219
| +51% | +$11.2K | 0.02% | 297 |
|
|
2020
Q1 | $23K | Sell |
427
-749
| -64% | -$40.3K | 0.02% | 341 |
|
|
2019
Q4 | $75K | Buy |
1,176
+558
| +90% | +$35.6K | 0.06% | 192 |
|
|
2019
Q3 | $38K | Sell |
618
-847
| -58% | -$52.1K | 0.04% | 279 |
|
|
2019
Q2 | $81K | Buy |
1,465
+621
| +74% | +$34.3K | 0.07% | 189 |
|
|
2019
Q1 | $43K | Buy |
844
+44
| +6% | +$2.24K | 0.03% | 219 |
|
|
2018
Q4 | $35K | Buy |
+800
| New | +$35K | 0.03% | 233 |
|