ML
McAdam LLC’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,758
| Closed | -$230K | – | 169 |
|
|
2020
Q4 | $230K | Buy |
+3,758
| New | +$230K | 0.04% | 144 |
|
|
2018
Q4 | – | Sell |
-1,014
| Closed | -$44K | – | 520 |
|
|
2018
Q3 | $44K | Buy |
1,014
+2
| +0.2% | +$87 | 0.02% | 179 |
|
|
2018
Q2 | $47K | Buy |
1,012
+163
| +19% | +$7.57K | 0.02% | 157 |
|
|
2018
Q1 | $38K | Buy |
+849
| New | +$38K | 0.02% | 180 |
|