SMG
Spectrum Management Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 175 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 180 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 208 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 204 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 267 |
|
|
2021
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 199 |
|
|
2021
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 196 |
|
|
2020
Q4 | $12K | Buy |
200
+67
| +50% | +$4.02K | ﹤0.01% | 183 |
|
|
2020
Q3 | $7K | Buy |
133
+24
| +22% | +$1.26K | ﹤0.01% | 219 |
|
|
2020
Q2 | $6K | Hold |
109
| – | – | ﹤0.01% | 226 |
|
|
2020
Q1 | $6K | Buy |
+109
| New | +$6K | ﹤0.01% | 212 |
|
|
2017
Q4 | – | Sell |
-13,800
| Closed | -$678K | – | 397 |
|
|
2017
Q3 | $678K | Buy |
+13,800
| New | +$678K | 0.22% | 71 |
|
|
2016
Q2 | – | Sell |
-708
| Closed | -$37K | – | 203 |
|
|
2016
Q1 | $37K | Buy |
+708
| New | +$37K | 0.01% | 150 |
|