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Phoenix Wealth Advisors’s Southern Company SO Stock Holding History

Phoenix Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-250
Closed -$15K – 322
2021
Q3 		$15K Hold
250
– – 0.01% 284
2021
Q2 		$15K Hold
250
– – 0.01% 276
2021
Q1 		$16K Hold
250
– – 0.01% 270
2020
Q4 		$15K Buy
+250
New +$15K 0.01% 279