TrueWealth LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $672K | Buy |
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|
2020
Q1 | $678K | Sell |
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|
2019
Q4 | $806K | Sell |
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|
2019
Q3 | $785K | Sell |
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|
2019
Q2 | $740K | Buy |
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|
2019
Q1 | $689K | Sell |
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|
2018
Q4 | $759K | Buy |
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|
2018
Q3 | $610K | Buy |
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|
2018
Q2 | $644K | Buy |
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|
2018
Q1 | $548K | Sell |
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|
2017
Q4 | $689K | Buy |
|