Personal Wealth Partners’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 |
-1,071
| Closed | -$65K | – | 346 |
|
|
2021
Q2 | $65K | Buy |
+1,071
| New | +$65K | 0.03% | 141 |
|
|
2021
Q1 | – | Sell |
-5,440
| Closed | -$334K | – | 79 |
|
|
2020
Q4 | $334K | Hold |
5,440
| – | – | 0.16% | 50 |
|
|
2020
Q3 | $295K | Buy |
+5,440
| New | +$295K | 0.15% | 55 |
|
|
2020
Q1 | – | Sell |
-203
| Closed | -$13K | – | 524 |
|
|
2019
Q4 | $13K | Hold |
203
| – | – | 0.01% | 218 |
|
|
2019
Q3 | $13K | Buy |
203
+39
| +24% | +$2.5K | 0.01% | 224 |
|
|
2019
Q2 | $9K | Buy |
+164
| New | +$9K | ﹤0.01% | 220 |
|