Squar Milner Financial Services’s Southern Company SO Stock Holding History

Squar Milner Financial Services’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$27K	Sell
2019 Q4	$37K	Buy
2019 Q3	–	Sell
2019 Q2	$30K	Hold
2019 Q1	$28K	Hold
2018 Q4	$24K	Hold
2018 Q3	$24K	Hold
2018 Q2	$26K	Buy