Resource Planning Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $297K | Sell |
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|
2021
Q3 | $269K | Sell |
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|
2021
Q2 | $594K | Buy |
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|
2021
Q1 | $575K | Buy |
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|
2020
Q4 | $566K | Buy |
|
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|
2020
Q3 | $351K | Sell |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $423K | Sell |
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|
2019
Q4 | $545K | Sell |
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|
2019
Q3 | $548K | Buy |
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|
2019
Q2 | $489K | Buy |
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|
2019
Q1 | $411K | Sell |
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|
2018
Q4 | $350K | Sell |
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|
2018
Q3 | $387K | Buy |
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