tru Independence’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,908
| Closed | -$240 | – | 650 |
|
|
2020
Q4 | $240 | Hold |
3,908
| – | – | ﹤0.01% | 418 |
|
|
2020
Q3 | $212K | Sell |
3,908
-2,492
| -39% | -$135K | 0.06% | 155 |
|
|
2020
Q2 | $332 | Buy |
6,400
+222
| +4% | +$12 | 0.05% | 203 |
|
|
2020
Q1 | $334 | Hold |
6,178
| – | – | 0.05% | 173 |
|
|
2019
Q4 | $334K | Buy |
+6,178
| New | +$334K | 0.05% | 203 |
|