Valley Wealth Managers’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-300
| Closed | -$21.1K | – | 394 |
|
|
2023
Q2 | $21.1K | Hold |
300
| – | – | ﹤0.01% | 243 |
|
|
2023
Q1 | $20.9K | Hold |
300
| – | – | ﹤0.01% | 252 |
|
|
2022
Q4 | $21.4K | Sell |
300
-550
| -65% | -$39.3K | ﹤0.01% | 264 |
|
|
2022
Q3 | $58K | Hold |
850
| – | – | 0.01% | 232 |
|
|
2022
Q2 | $61K | Buy |
+850
| New | +$61K | 0.01% | 239 |
|
|
2020
Q1 | – | Sell |
-3,350
| Closed | -$214K | – | 182 |
|
|
2019
Q4 | $214K | Sell |
3,350
-650
| -16% | -$41.5K | 0.02% | 178 |
|
|
2019
Q3 | $247K | Sell |
4,000
-1,325
| -25% | -$81.8K | 0.03% | 174 |
|
|
2019
Q2 | $294K | Buy |
+5,325
| New | +$294K | 0.03% | 168 |
|