Price Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $10K | Hold |
188
| – | – | ﹤0.01% | 299 |
|
|
2020
Q2 | $10K | Buy |
+188
| New | +$10K | ﹤0.01% | 176 |
|
|
2020
Q1 | – | Sell |
-68
| Closed | -$4K | – | 497 |
|
|
2019
Q4 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 202 |
|
|
2018
Q3 | – | Sell |
-323
| Closed | -$15K | – | 410 |
|
|
2018
Q2 | $15K | Buy |
323
+52
| +19% | +$2.42K | 0.01% | 239 |
|
|
2018
Q1 | $12K | Buy |
271
+55
| +25% | +$2.44K | 0.01% | 148 |
|
|
2017
Q4 | $10K | Buy |
+216
| New | +$10K | 0.01% | 195 |
|