SWM
SVA Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,504
| Closed | -$216K | – | 212 |
|
|
2019
Q3 | $216K | Sell |
3,504
-325
| -8% | -$20K | 0.02% | 193 |
|
|
2019
Q2 | $212K | Buy |
+3,829
| New | +$212K | 0.02% | 199 |
|
|
2018
Q2 | – | Sell |
-6,488
| Closed | -$319K | – | 231 |
|
|
2018
Q1 | $319K | Buy |
6,488
+2,288
| +54% | +$112K | 0.04% | 174 |
|
|
2017
Q4 | $202K | Sell |
4,200
-2,288
| -35% | -$110K | 0.02% | 201 |
|
|
2017
Q3 | $319K | Buy |
6,488
+76
| +1% | +$3.74K | 0.04% | 174 |
|
|
2017
Q2 | $307K | Sell |
6,412
-40
| -0.6% | -$1.92K | 0.04% | 165 |
|
|
2017
Q1 | $321K | Sell |
6,452
-1,056
| -14% | -$52.5K | 0.04% | 158 |
|
|
2016
Q4 | $369K | Sell |
7,508
-100
| -1% | -$4.92K | 0.06% | 155 |
|
|
2016
Q3 | $390K | Sell |
7,608
-200
| -3% | -$10.3K | 0.06% | 150 |
|
|
2016
Q2 | $419K | Sell |
7,808
-360
| -4% | -$19.3K | 0.07% | 149 |
|
|
2016
Q1 | $423K | Sell |
8,168
-1,208
| -13% | -$62.6K | 0.07% | 151 |
|
|
2015
Q4 | $439K | Sell |
9,376
-1,498
| -14% | -$70.1K | 0.08% | 162 |
|
|
2015
Q3 | $486K | Sell |
10,874
-40
| -0.4% | -$1.79K | 0.09% | 150 |
|
|
2015
Q2 | $457K | Sell |
10,914
-1,286
| -11% | -$53.8K | 0.08% | 157 |
|
|
2015
Q1 | $540K | Buy |
12,200
+837
| +7% | +$37K | 0.1% | 154 |
|
|
2014
Q4 | $558K | Buy |
11,363
+1,643
| +17% | +$80.7K | 0.2% | 109 |
|
|
2014
Q3 | $424K | Sell |
9,720
-424
| -4% | -$18.5K | 0.18% | 106 |
|
|
2014
Q2 | $460K | Sell |
10,144
-624
| -6% | -$28.3K | 0.2% | 103 |
|
|
2014
Q1 | $473K | Sell |
10,768
-6,724
| -38% | -$295K | 0.22% | 98 |
|
|
2013
Q4 | $719K | Buy |
+17,492
| New | +$719K | 0.43% | 63 |
|