PWAG
Polaris Wealth Advisory Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-113,066
| Closed | -$8.57M | – | 172 |
|
|
2022
Q1 | $8.57M | Buy |
113,066
+5,563
| +5% | +$421K | 0.57% | 53 |
|
|
2021
Q4 | $7.37M | Sell |
107,503
-828
| -0.8% | -$56.8K | 0.42% | 73 |
|
|
2021
Q3 | $6.79M | Buy |
+108,331
| New | +$6.79M | 0.41% | 72 |
|