Vigilare Wealth Management’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
Sell
-11,520
Closed -$624K 141
2020
Q1
$624K Buy
11,520
+2,520
+28% +$137K 0.75% 35
2019
Q4
$636K Buy
+9,000
New +$636K 0.42% 61