OWA
Outlook Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,267
| Closed | -$204K | – | 274 |
|
|
2024
Q3 | $204K | Buy |
+2,267
| New | +$204K | 0.06% | 249 |
|
|
2020
Q1 | – | Sell |
-3,496
| Closed | -$222K | – | 182 |
|
|
2019
Q4 | $222K | Sell |
3,496
-3,648
| -51% | -$232K | 0.13% | 134 |
|
|
2019
Q3 | $441K | Sell |
7,144
-3,493
| -33% | -$216K | 0.26% | 85 |
|
|
2019
Q2 | $588K | Buy |
10,637
+281
| +3% | +$15.5K | 0.39% | 64 |
|
|
2019
Q1 | $535K | Buy |
10,356
+8,225
| +386% | +$425K | 0.44% | 61 |
|
|
2018
Q4 | $936K | Buy |
+2,131
| New | +$936K | 0.43% | 56 |
|