Northstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.48M | Sell |
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|
2020
Q2 | $3.67M | Sell |
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|
2020
Q1 | $3.88M | Buy |
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|
2019
Q4 | $4.54M | Sell |
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|
2019
Q3 | $4.41M | Buy |
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|
2019
Q2 | $3.94M | Buy |
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|
2019
Q1 | $3.67M | Sell |
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|
2018
Q4 | $3.14M | Sell |
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|
2018
Q3 | $3.12M | Buy |
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|
2018
Q2 | $2.85M | Sell |
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|
2018
Q1 | $2.76M | Buy |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $1.25M | Buy |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.3M | Buy |
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