Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-914
| Closed | -$55K | – | 485 |
|
|
2021
Q2 | $55K | Buy |
+914
| New | +$55K | 0.02% | 290 |
|
|
2019
Q2 | – | Sell |
-1,144
| Closed | -$59K | – | 399 |
|
|
2019
Q1 | $59K | Hold |
1,144
| – | – | 0.04% | 196 |
|
|
2018
Q4 | $50K | Sell |
1,144
-32
| -3% | -$1.4K | 0.03% | 204 |
|
|
2018
Q3 | $51K | Hold |
1,176
| – | – | 0.03% | 224 |
|
|
2018
Q2 | $56K | Hold |
1,176
| – | – | 0.04% | 212 |
|
|
2018
Q1 | $52K | Hold |
1,176
| – | – | 0.04% | 209 |
|
|
2017
Q4 | $55K | Buy |
+1,176
| New | +$55K | 0.04% | 207 |
|