RMR Wealth Builders’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-822
Closed -$51K 628
2021
Q1
$51K Buy
822
+489
+147% +$30.3K 0.01% 365
2020
Q4
$20K Buy
+333
New +$20K 0.01% 354
2019
Q4
$25K Buy
+400
New +$25K 0.02% 296