Lumature Wealth Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $511K | Hold |
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|
2022
Q4 | $524K | Hold |
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|
2022
Q3 | $499K | Hold |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $605K | Hold |
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|
2021
Q4 | $572K | Hold |
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|
2021
Q3 | $517K | Hold |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $386K | Buy |
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