TRUADVICE’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,284
| Closed | -$276K | – | 259 |
|
|
2021
Q2 | $276K | Buy |
4,284
+264
| +7% | +$17K | 0.06% | 253 |
|
|
2021
Q1 | $262K | Sell |
4,020
-2,345
| -37% | -$153K | 0.08% | 224 |
|
|
2020
Q4 | $373K | Buy |
6,365
+1,128
| +22% | +$66.1K | 0.11% | 170 |
|
|
2020
Q3 | $303K | Buy |
+5,237
| New | +$303K | 0.12% | 150 |
|