RPg Family Wealth Advisory’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-600
| Closed | -$26.8K | – | 283 |
|
|
2018
Q1 | $26.8K | Buy |
600
+200
| +50% | +$8.93K | 0.02% | 176 |
|
|
2017
Q4 | $19.2K | Hold |
400
| – | – | 0.02% | 209 |
|
|
2017
Q3 | $19.7K | Sell |
400
-46
| -10% | -$2.26K | 0.02% | 216 |
|
|
2017
Q2 | $21.4K | Sell |
446
-270
| -38% | -$12.9K | 0.02% | 232 |
|
|
2017
Q1 | $35.6K | Sell |
716
-428
| -37% | -$21.3K | 0.03% | 165 |
|
|
2016
Q4 | $56.3K | Sell |
1,144
-54
| -5% | -$2.66K | 0.05% | 113 |
|
|
2016
Q3 | $61.5K | Buy |
1,198
+20
| +2% | +$1.03K | 0.04% | 107 |
|
|
2016
Q2 | $63.2K | Buy |
1,178
+711
| +152% | +$38.1K | 0.03% | 111 |
|
|
2016
Q1 | $24.2K | Buy |
+467
| New | +$24.2K | 0.02% | 172 |
|