Point View Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,352
| Closed | -$214K | – | 277 |
|
|
2019
Q4 | $214K | Sell |
3,352
-351
| -9% | -$22.4K | 0.09% | 244 |
|
|
2019
Q3 | $229K | Sell |
3,703
-566
| -13% | -$35K | 0.1% | 227 |
|
|
2019
Q2 | $236K | Sell |
4,269
-127
| -3% | -$7.02K | 0.1% | 229 |
|
|
2019
Q1 | $227K | Sell |
4,396
-650
| -13% | -$33.6K | 0.1% | 226 |
|
|
2018
Q4 | $222K | Sell |
5,046
-65
| -1% | -$2.86K | 0.11% | 210 |
|
|
2018
Q3 | $223K | Hold |
5,111
| – | – | 0.1% | 232 |
|
|
2018
Q2 | $237K | Buy |
5,111
+128
| +3% | +$5.94K | 0.11% | 216 |
|
|
2018
Q1 | $223K | Buy |
4,983
+748
| +18% | +$33.5K | 0.11% | 220 |
|
|
2017
Q4 | $204K | Buy |
+4,235
| New | +$204K | 0.1% | 232 |
|