Regal Wealth Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-249
| Closed | -$15K | – | 214 |
|
|
2021
Q1 | $15K | Buy |
249
+3
| +1% | +$181 | 0.01% | 158 |
|
|
2020
Q4 | $15K | Buy |
246
+2
| +0.8% | +$122 | 0.01% | 146 |
|
|
2020
Q3 | $13K | Buy |
244
+3
| +1% | +$160 | 0.01% | 137 |
|
|
2020
Q2 | $12K | Buy |
+241
| New | +$12K | 0.01% | 138 |
|