SWM
Selective Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $203K | Sell |
3,021
-9,148
| -75% | -$614K | 0.11% | 121 |
|
|
2022
Q3 | $828K | Sell |
12,169
-9,910
| -45% | -$674K | 0.35% | 40 |
|
|
2022
Q2 | $1.57M | Sell |
22,079
-198
| -0.9% | -$14.1K | 0.56% | 32 |
|
|
2022
Q1 | $1.62M | Sell |
22,277
-1,198
| -5% | -$86.9K | 0.59% | 28 |
|
|
2021
Q4 | $1.61M | Sell |
23,475
-98
| -0.4% | -$6.72K | 0.66% | 26 |
|
|
2021
Q3 | $1.46M | Sell |
23,573
-9,660
| -29% | -$599K | 0.77% | 23 |
|
|
2021
Q2 | $2.01M | Sell |
33,233
-11,798
| -26% | -$714K | 1.6% | 14 |
|
|
2021
Q1 | $2.8M | Buy |
45,031
+963
| +2% | +$59.9K | 2.55% | 12 |
|
|
2020
Q4 | $2.71M | Buy |
44,068
+4,092
| +10% | +$251K | 1.75% | 16 |
|
|
2020
Q3 | $2.17M | Buy |
39,976
+4,002
| +11% | +$217K | 1.7% | 14 |
|
|
2020
Q2 | $1.87M | Buy |
+35,974
| New | +$1.87M | 1.55% | 16 |
|