Optimal Asset Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$2.57M Buy
2021
Q2
$2.51M Buy
2021
Q1
$2.58M Sell
2020
Q4
$5.14M Sell
2020
Q3
$4.54M Sell
2020
Q2
$4.9M Sell
2020
Q1
$10.3K Buy
2019
Q4
$4.81M Buy