Stewardship Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.01M | Sell |
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|
2020
Q4 | $2.39M | Buy |
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|
2020
Q3 | $1.68M | Sell |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | $1.31M | Sell |
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|
2019
Q4 | $2.02M | Buy |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $874K | Sell |
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|
2018
Q4 | $745K | Hold |
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|
2018
Q3 | $739K | Hold |
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|
2018
Q2 | $785K | Buy |
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|
2018
Q1 | $700K | Buy |
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|
2017
Q4 | $741K | Sell |
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|
2017
Q3 | $760K | Sell |
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|
2017
Q2 | $787K | Sell |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $992K | Sell |
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|
2016
Q3 | $1.94M | Buy |
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|
2016
Q2 | $1.07M | Buy |
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