OAM
Optimal Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.57M | Buy |
41,535
+17
| +0% | +$1.05K | 0.32% | 107 |
|
|
2021
Q2 | $2.51M | Buy |
41,518
+2
| +0% | +$121 | 0.3% | 124 |
|
|
2021
Q1 | $2.58M | Sell |
41,516
-42,097
| -50% | -$2.62M | 0.33% | 112 |
|
|
2020
Q4 | $5.14M | Sell |
83,613
-32
| -0% | -$1.97K | 0.73% | 20 |
|
|
2020
Q3 | $4.54M | Sell |
83,645
-10,807
| -11% | -$586K | 0.66% | 29 |
|
|
2020
Q2 | $4.9M | Sell |
94,452
-95,131
| -50% | -$4.93M | 0.79% | 15 |
|
|
2020
Q1 | $10.3K | Buy |
189,583
+114,057
| +151% | +$6.18K | 0.96% | 8 |
|
|
2019
Q4 | $4.81M | Buy |
+75,526
| New | +$4.81M | 0.73% | 17 |
|