MinichMacGregor Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,286
| Closed | -$91.8K | – | 557 |
|
|
2022
Q4 | $91.8K | Buy |
+1,286
| New | +$91.8K | 0.03% | 118 |
|
|
2020
Q2 | – | Sell |
-5,688
| Closed | -$318K | – | 102 |
|
|
2020
Q1 | $318K | Buy |
+5,688
| New | +$318K | 0.29% | 69 |
|
|
2018
Q4 | – | Sell |
-786
| Closed | -$33K | – | 459 |
|
|
2018
Q3 | $33K | Hold |
786
| – | – | 0.02% | 162 |
|
|
2018
Q2 | $36K | Hold |
786
| – | – | 0.03% | 137 |
|
|
2018
Q1 | $35K | Hold |
786
| – | – | 0.03% | 140 |
|
|
2017
Q4 | $37K | Hold |
786
| – | – | 0.03% | 131 |
|
|
2017
Q3 | $38K | Hold |
786
| – | – | 0.03% | 125 |
|
|
2017
Q2 | $37K | Sell |
786
-29
| -4% | -$1.37K | 0.03% | 118 |
|
|
2017
Q1 | $40K | Hold |
815
| – | – | 0.04% | 117 |
|
|
2016
Q4 | $40K | Hold |
815
| – | – | 0.04% | 123 |
|
|
2016
Q3 | $41K | Sell |
815
-2
| -0.2% | -$101 | 0.04% | 129 |
|
|
2016
Q2 | $43K | Hold |
817
| – | – | 0.04% | 117 |
|
|
2016
Q1 | $42K | Buy |
817
+31
| +4% | +$1.59K | 0.04% | 118 |
|
|
2015
Q4 | $34K | Buy |
+786
| New | +$34K | 0.03% | 132 |
|