Smith & Howard Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,333
| Closed | -$234K | – | 62 |
|
|
2018
Q4 | $234K | Buy |
+5,333
| New | +$234K | 0.13% | 48 |
|
|
2014
Q1 | – | Sell |
-1,592
| Closed | -$65K | – | 190 |
|
|
2013
Q4 | $65K | Buy |
1,592
+351
| +28% | +$14.3K | 0.04% | 100 |
|
|
2013
Q3 | $51K | Sell |
1,241
-1,000
| -45% | -$41.1K | 0.03% | 105 |
|
|
2013
Q2 | $99K | Buy |
+2,241
| New | +$99K | 0.06% | 67 |
|