THWM
Taylor Hoffman Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $207K | Buy |
+2,693
| New | +$207K | 0.08% | 107 |
|
|
2022
Q4 | – | Sell |
-5,492
| Closed | -$373K | – | 124 |
|
|
2022
Q3 | $373K | Hold |
5,492
| – | – | 0.2% | 92 |
|
|
2022
Q2 | $402K | Hold |
5,492
| – | – | 0.2% | 93 |
|
|
2022
Q1 | $398K | Hold |
5,492
| – | – | 0.16% | 100 |
|
|
2021
Q4 | $377K | Hold |
5,492
| – | – | 0.14% | 106 |
|
|
2021
Q3 | $339K | Sell |
5,492
-1,050
| -16% | -$64.8K | 0.15% | 109 |
|
|
2021
Q2 | $396K | Hold |
6,542
| – | – | 0.17% | 94 |
|
|
2021
Q1 | $407K | Hold |
6,542
| – | – | 0.19% | 95 |
|
|
2020
Q4 | $402K | Hold |
6,542
| – | – | 0.21% | 96 |
|
|
2020
Q3 | $355K | Sell |
6,542
-2,000
| -23% | -$109K | 0.21% | 95 |
|
|
2020
Q2 | $443K | Buy |
8,542
+2,000
| +31% | +$104K | 0.28% | 86 |
|
|
2020
Q1 | $354K | Sell |
6,542
-2,000
| -23% | -$108K | 0.34% | 82 |
|
|
2019
Q4 | $544K | Hold |
8,542
| – | – | 0.35% | 78 |
|
|
2019
Q3 | $528K | Buy |
8,542
+2,000
| +31% | +$124K | 0.38% | 68 |
|
|
2019
Q2 | $362K | Sell |
6,542
-2,250
| -26% | -$125K | 0.29% | 81 |
|
|
2019
Q1 | $454K | Buy |
8,792
+250
| +3% | +$12.9K | 0.34% | 76 |
|
|
2018
Q4 | $375K | Sell |
8,542
-250
| -3% | -$11K | 0.34% | 68 |
|
|
2018
Q3 | $383K | Hold |
8,792
| – | – | 0.3% | 74 |
|
|
2018
Q2 | $407K | Sell |
8,792
-397
| -4% | -$18.4K | 0.35% | 70 |
|
|
2018
Q1 | $410K | Hold |
9,189
| – | – | 0.38% | 71 |
|
|
2017
Q4 | $442K | Buy |
+9,189
| New | +$442K | 0.42% | 67 |
|