TFO Wealth Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13
| Closed | -$913 | – | 1072 |
|
|
2023
Q3 | $913 | Buy |
+13
| New | +$913 | ﹤0.01% | 306 |
|
|
2022
Q3 | – | Sell |
-135
| Closed | -$10K | – | 441 |
|
|
2022
Q2 | $10K | Sell |
135
-707
| -84% | -$52.4K | ﹤0.01% | 130 |
|
|
2022
Q1 | $61K | Buy |
+842
| New | +$61K | 0.01% | 72 |
|