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
2022
Q4
$228K Sell
2022
Q3
$298K Sell
2022
Q2
$313K Sell
2022
Q1
$319K Buy
2021
Q4
$297K Sell
2021
Q3
$269K Sell
2021
Q2
$594K Buy
2021
Q1
$575K Buy
2020
Q4
$566K Buy
2020
Q3
$351K Sell
2020
Q2
$368K Sell
2020
Q1
$423K Sell
2019
Q4
$545K Sell
2019
Q3
$548K Buy
2019
Q2
$489K Buy
2019
Q1
$411K Sell
2018
Q4
$350K Sell
2018
Q3
$387K Buy