Meridian Wealth Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-222
| Closed | -$14K | – | 1074 |
|
|
2021
Q1 | $14K | Sell |
222
-111
| -33% | -$7K | ﹤0.01% | 368 |
|
|
2020
Q4 | $20K | Buy |
+333
| New | +$20K | 0.01% | 231 |
|
|
2020
Q3 | – | Sell |
-380
| Closed | -$20K | – | 224 |
|
|
2020
Q2 | $20K | Buy |
380
+4
| +1% | +$211 | 0.01% | 196 |
|
|
2020
Q1 | $20K | Sell |
376
-37
| -9% | -$1.97K | 0.01% | 184 |
|
|
2019
Q4 | $26K | Buy |
+413
| New | +$26K | 0.02% | 180 |
|