LWS
Lucia Wealth Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $49K | Hold |
910
| – | – | 0.01% | 162 |
|
|
2020
Q2 | $47K | Hold |
910
| – | – | 0.01% | 159 |
|
|
2020
Q1 | $49K | Hold |
910
| – | – | 0.02% | 166 |
|
|
2019
Q4 | $58K | Hold |
910
| – | – | 0.02% | 151 |
|
|
2019
Q3 | $56K | Hold |
910
| – | – | 0.02% | 133 |
|
|
2019
Q2 | $50K | Hold |
910
| – | – | 0.02% | 146 |
|
|
2019
Q1 | $47K | Hold |
910
| – | – | 0.02% | 161 |
|
|
2018
Q4 | $40K | Hold |
910
| – | – | 0.02% | 148 |
|
|
2018
Q3 | $40K | Hold |
910
| – | – | 0.01% | 193 |
|
|
2018
Q2 | $42K | Sell |
910
-115
| -11% | -$5.31K | 0.02% | 172 |
|
|
2018
Q1 | $46K | Buy |
+1,025
| New | +$46K | 0.01% | 147 |
|