Traverso Chambers Private Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $771K | Sell |
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|
2023
Q3 | $713K | Buy |
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|
2023
Q2 | $747K | Sell |
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|
2023
Q1 | $748K | Sell |
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|
2022
Q4 | $770K | Sell |
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|
2022
Q3 | $739K | Buy |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $743K | Buy |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $610K | Buy |
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|
2021
Q2 | $494K | Buy |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $418K | Buy |
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|
2020
Q3 | $363K | Buy |
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|
2020
Q2 | $326K | Buy |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q4 | $350K | Sell |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $311K | Sell |
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|
2019
Q1 | $296K | Sell |
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|
2018
Q4 | $252K | Buy |
|