Selective Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $828K | Sell |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.61M | Sell |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $2.01M | Sell |
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|
2021
Q1 | $2.8M | Buy |
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|
2020
Q4 | $2.71M | Buy |
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|
2020
Q3 | $2.17M | Buy |
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|
2020
Q2 | $1.86M | Buy |
|