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Sax Wealth Advisors’s Southern Company SO Stock Holding History

Sax Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,232
Closed -$201K – 161
2021
Q1 		$201K Sell
3,232
-784
-20% -$48.8K 0.07% 144
2020
Q4 		$247K Buy
+4,016
New +$247K 0.11% 111