TrueWealth LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $672K | Buy |
12,966
+451
| +4% | +$23.4K | 0.28% | 58 |
|
|
2020
Q1 | $678K | Sell |
12,515
-136
| -1% | -$7.37K | 0.33% | 51 |
|
|
2019
Q4 | $806K | Sell |
12,651
-50
| -0.4% | -$3.19K | 0.33% | 45 |
|
|
2019
Q3 | $785K | Sell |
12,701
-681
| -5% | -$42.1K | 0.34% | 45 |
|
|
2019
Q2 | $740K | Buy |
13,382
+45
| +0.3% | +$2.49K | 0.33% | 46 |
|
|
2019
Q1 | $689K | Sell |
13,337
-3,949
| -23% | -$204K | 0.32% | 47 |
|
|
2018
Q4 | $759K | Buy |
17,286
+3,292
| +24% | +$145K | 0.38% | 38 |
|
|
2018
Q3 | $610K | Buy |
13,994
+95
| +0.7% | +$4.14K | 0.28% | 56 |
|
|
2018
Q2 | $644K | Buy |
13,899
+1,631
| +13% | +$75.6K | 0.31% | 49 |
|
|
2018
Q1 | $548K | Sell |
12,268
-2,067
| -14% | -$92.3K | 0.28% | 55 |
|
|
2017
Q4 | $689K | Buy |
+14,335
| New | +$689K | 0.32% | 49 |
|