Lucia Wealth Services’s Southern Company SO Stock Holding History

Lucia Wealth Services’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$49K	Hold
2020 Q2	$47K	Hold
2020 Q1	$49K	Hold
2019 Q4	$58K	Hold
2019 Q3	$56K	Hold
2019 Q2	$50K	Hold
2019 Q1	$47K	Hold
2018 Q4	$40K	Hold
2018 Q3	$40K	Hold
2018 Q2	$42K	Sell
2018 Q1	$46K	Buy