Taylor Wealth Management Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-810
| Closed | -$36K | – | 105 |
|
|
2018
Q4 | $36K | Sell |
810
-167
| -17% | -$7.42K | 0.02% | 63 |
|
|
2018
Q3 | $43K | Hold |
977
| – | – | 0.02% | 74 |
|
|
2018
Q2 | $45K | Hold |
977
| – | – | 0.02% | 76 |
|
|
2018
Q1 | $44K | Hold |
977
| – | – | 0.02% | 74 |
|
|
2017
Q4 | $47K | Sell |
977
-58
| -6% | -$2.79K | 0.02% | 97 |
|
|
2017
Q3 | $51K | Hold |
1,035
| – | – | 0.02% | 99 |
|
|
2017
Q2 | $50K | Hold |
1,035
| – | – | 0.02% | 100 |
|
|
2017
Q1 | $52K | Sell |
1,035
-850
| -45% | -$42.7K | 0.02% | 101 |
|
|
2016
Q4 | $93K | Sell |
1,885
-910
| -33% | -$44.9K | 0.04% | 81 |
|
|
2016
Q3 | $143K | Sell |
2,795
-50
| -2% | -$2.56K | 0.06% | 60 |
|
|
2016
Q2 | $153K | Hold |
2,845
| – | – | 0.06% | 54 |
|
|
2016
Q1 | $147K | Hold |
2,845
| – | – | 0.07% | 48 |
|
|
2015
Q4 | $133K | Sell |
2,845
-55
| -2% | -$2.57K | 0.06% | 54 |
|
|
2015
Q3 | $130K | Hold |
2,900
| – | – | 0.06% | 49 |
|
|
2015
Q2 | $122K | Sell |
2,900
-400
| -12% | -$16.8K | 0.04% | 58 |
|
|
2015
Q1 | $146K | Buy |
+3,300
| New | +$146K | 0.05% | 57 |
|