RPG Investment Advisory’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-260
| Closed | -$16K | – | 287 |
|
|
2021
Q3 | $16K | Hold |
260
| – | – | ﹤0.01% | 191 |
|
|
2021
Q2 | $16K | Sell |
260
-15
| -5% | -$923 | ﹤0.01% | 193 |
|
|
2021
Q1 | $17K | Sell |
275
-25
| -8% | -$1.55K | ﹤0.01% | 185 |
|
|
2020
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 170 |
|
|
2020
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 160 |
|
|
2020
Q2 | $16K | Buy |
300
+200
| +200% | +$10.7K | ﹤0.01% | 160 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 206 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 208 |
|
|
2019
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 204 |
|