Omnia Family Wealth’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 |
-1,066
| Closed | -$55K | – | 458 |
|
|
2019
Q1 | $55K | Hold |
1,066
| – | – | 0.03% | 153 |
|
|
2018
Q4 | $47K | Buy |
1,066
+66
| +7% | +$2.91K | 0.03% | 155 |
|
|
2018
Q3 | $44K | Hold |
1,000
| – | – | 0.02% | 163 |
|
|
2018
Q2 | $46K | Sell |
1,000
-66
| -6% | -$3.04K | 0.02% | 157 |
|
|
2018
Q1 | $48K | Sell |
1,066
-423
| -28% | -$19K | 0.02% | 155 |
|
|
2017
Q4 | $72K | Buy |
1,489
+284
| +24% | +$13.7K | 0.03% | 130 |
|
|
2017
Q3 | $59K | Sell |
1,205
-336
| -22% | -$16.5K | 0.03% | 142 |
|
|
2017
Q2 | $74K | Buy |
1,541
+475
| +45% | +$22.8K | 0.04% | 130 |
|
|
2017
Q1 | $53K | Sell |
1,066
-527
| -33% | -$26.2K | 0.03% | 153 |
|
|
2016
Q4 | $78K | Buy |
+1,593
| New | +$78K | 0.04% | 141 |
|