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
2022
Q3
$828K Sell
2022
Q2
$1.57M Sell
2022
Q1
$1.61M Sell
2021
Q4
$1.61M Sell
2021
Q3
$1.46M Sell
2021
Q2
$2.01M Sell
2021
Q1
$2.8M Buy
2020
Q4
$2.71M Buy
2020
Q3
$2.17M Buy
2020
Q2
$1.86M Buy