Squar Milner Financial Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-500
| Closed | -$27K | – | 646 |
|
|
2020
Q1 | $27K | Sell |
500
-85
| -15% | -$4.59K | 0.02% | 426 |
|
|
2019
Q4 | $37K | Buy |
+585
| New | +$37K | 0.02% | 439 |
|
|
2019
Q3 | – | Sell |
-551
| Closed | -$30K | – | 632 |
|
|
2019
Q2 | $30K | Hold |
551
| – | – | 0.02% | 410 |
|
|
2019
Q1 | $28K | Hold |
551
| – | – | 0.02% | 389 |
|
|
2018
Q4 | $24K | Hold |
551
| – | – | 0.02% | 374 |
|
|
2018
Q3 | $24K | Hold |
551
| – | – | 0.02% | 395 |
|
|
2018
Q2 | $26K | Buy |
+551
| New | +$26K | 0.02% | 443 |
|