LWP
Lumature Wealth Partners’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $446K | Sell |
6,343
-1,000
| -14% | -$70.3K | 0.26% | 75 |
|
|
2023
Q1 | $511K | Hold |
7,343
| – | – | 0.29% | 63 |
|
|
2022
Q4 | $524K | Hold |
7,343
| – | – | 0.29% | 64 |
|
|
2022
Q3 | $499K | Hold |
7,343
| – | – | 0.27% | 66 |
|
|
2022
Q2 | $524K | Sell |
7,343
-1,000
| -12% | -$71.4K | 0.23% | 71 |
|
|
2022
Q1 | $605K | Hold |
8,343
| – | – | 0.24% | 84 |
|
|
2021
Q4 | $572K | Hold |
8,343
| – | – | 0.22% | 87 |
|
|
2021
Q3 | $517K | Hold |
8,343
| – | – | 0.21% | 93 |
|
|
2021
Q2 | $505K | Buy |
8,343
+67
| +0.8% | +$4.06K | 0.21% | 92 |
|
|
2021
Q1 | $514K | Buy |
8,276
+2,000
| +32% | +$124K | 0.27% | 81 |
|
|
2020
Q4 | $386K | Buy |
+6,276
| New | +$386K | 0.37% | 84 |
|