Northwest Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,486
| Closed | -$77K | – | 410 |
|
|
2019
Q1 | $77K | Hold |
1,486
| – | – | 0.06% | 180 |
|
|
2018
Q4 | $65K | Hold |
1,486
| – | – | 0.06% | 182 |
|
|
2018
Q3 | $65K | Hold |
1,486
| – | – | 0.05% | 196 |
|
|
2018
Q2 | $69K | Hold |
1,486
| – | – | 0.05% | 192 |
|
|
2018
Q1 | $66K | Buy |
+1,486
| New | +$66K | 0.05% | 194 |
|