TLFA
True Link Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-47
| Closed | -$3K | – | 252 |
|
|
2021
Q4 | $3K | Hold |
47
| – | – | ﹤0.01% | 714 |
|
|
2021
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 720 |
|
|
2021
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 655 |
|
|
2021
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 671 |
|
|
2020
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 678 |
|