MWPCG
Measured Wealth Private Client Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,897
| Closed | -$210K | – | 202 |
|
|
2022
Q1 | $210K | Sell |
2,897
-70
| -2% | -$5.07K | 0.08% | 163 |
|
|
2021
Q4 | $203K | Buy |
+2,967
| New | +$203K | 0.07% | 157 |
|
|
2021
Q2 | – | Sell |
-3,230
| Closed | -$201K | – | 169 |
|
|
2021
Q1 | $201K | Buy |
+3,230
| New | +$201K | 0.07% | 156 |
|
|
2020
Q4 | – | Sell |
-3,940
| Closed | -$214K | – | 140 |
|
|
2020
Q3 | $214K | Sell |
3,940
-322
| -8% | -$17.5K | 0.1% | 125 |
|
|
2020
Q2 | $221K | Buy |
4,262
+284
| +7% | +$14.7K | 0.13% | 99 |
|
|
2020
Q1 | $215K | Sell |
3,978
-2,730
| -41% | -$148K | 0.17% | 78 |
|
|
2019
Q4 | $427K | Sell |
6,708
-1,488
| -18% | -$94.7K | 0.28% | 54 |
|
|
2019
Q3 | $506K | Sell |
8,196
-8,527
| -51% | -$526K | 0.33% | 52 |
|
|
2019
Q2 | $924K | Sell |
16,723
-1,820
| -10% | -$101K | 0.53% | 36 |
|
|
2019
Q1 | $958K | Buy |
18,543
+3,542
| +24% | +$183K | 0.59% | 33 |
|
|
2018
Q4 | $659K | Sell |
15,001
-3,811
| -20% | -$167K | 0.6% | 31 |
|
|
2018
Q3 | $817K | Buy |
18,812
+410
| +2% | +$17.8K | 0.49% | 29 |
|
|
2018
Q2 | $852K | Buy |
+18,402
| New | +$852K | 0.69% | 27 |
|
|
2017
Q3 | $1.01M | Buy |
+20,486
| New | +$1.01M | 1.38% | 17 |
|