TCPWM
Traverso Chambers Private Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $771K | Sell |
11,002
-16
| -0.1% | -$1.12K | 0.19% | 62 |
|
|
2023
Q3 | $713K | Buy |
11,018
+391
| +4% | +$25.3K | 0.19% | 61 |
|
|
2023
Q2 | $747K | Sell |
10,627
-121
| -1% | -$8.5K | 0.2% | 58 |
|
|
2023
Q1 | $748K | Sell |
10,748
-29
| -0.3% | -$2.02K | 0.21% | 56 |
|
|
2022
Q4 | $770K | Sell |
10,777
-89
| -0.8% | -$6.36K | 0.22% | 55 |
|
|
2022
Q3 | $739K | Buy |
10,866
+311
| +3% | +$21.2K | 0.23% | 57 |
|
|
2022
Q2 | $753K | Buy |
10,555
+314
| +3% | +$22.4K | 0.25% | 52 |
|
|
2022
Q1 | $743K | Buy |
10,241
+76
| +0.7% | +$5.51K | 0.22% | 56 |
|
|
2021
Q4 | $697K | Buy |
10,165
+323
| +3% | +$22.1K | 0.21% | 58 |
|
|
2021
Q3 | $610K | Buy |
9,842
+1,682
| +21% | +$104K | 0.19% | 62 |
|
|
2021
Q2 | $494K | Buy |
8,160
+1,005
| +14% | +$60.8K | 0.16% | 68 |
|
|
2021
Q1 | $445K | Buy |
7,155
+344
| +5% | +$21.4K | 0.15% | 70 |
|
|
2020
Q4 | $418K | Buy |
6,811
+124
| +2% | +$7.61K | 0.15% | 66 |
|
|
2020
Q3 | $363K | Buy |
6,687
+399
| +6% | +$21.7K | 0.14% | 69 |
|
|
2020
Q2 | $326K | Buy |
6,288
+531
| +9% | +$27.5K | 0.14% | 70 |
|
|
2020
Q1 | $312K | Buy |
5,757
+260
| +5% | +$14.1K | 0.15% | 70 |
|
|
2019
Q4 | $350K | Sell |
5,497
-265
| -5% | -$16.9K | 0.15% | 71 |
|
|
2019
Q3 | $356K | Buy |
5,762
+192
| +3% | +$11.9K | 0.17% | 67 |
|
|
2019
Q2 | $311K | Sell |
5,570
-158
| -3% | -$8.82K | 0.15% | 74 |
|
|
2019
Q1 | $296K | Sell |
5,728
-9
| -0.2% | -$465 | 0.15% | 76 |
|
|
2018
Q4 | $252K | Buy |
+5,737
| New | +$252K | 0.14% | 83 |
|