Spearhead Capital Advisors’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
Q3 | $297K | Hold |
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|
2022
Q2 | $311K | Hold |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $295K | Sell |
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|
2021
Q3 | $270K | Sell |
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|
2021
Q2 | $269K | Buy |
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|
2021
Q1 | $267K | Hold |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $233K | Hold |
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|
2020
Q2 | $223K | Hold |
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|
2020
Q1 | $233K | Hold |
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|
2019
Q4 | $274K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $222K | Buy |
|