Watchman Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,207
| Closed | -$324K | – | 76 |
|
|
2021
Q1 | $324K | Sell |
5,207
-1,298
| -20% | -$80.8K | 0.2% | 63 |
|
|
2020
Q4 | $400K | Sell |
6,505
-909
| -12% | -$55.9K | 0.27% | 65 |
|
|
2020
Q3 | $402K | Buy |
7,414
+52
| +0.7% | +$2.82K | 0.3% | 65 |
|
|
2020
Q2 | $382K | Sell |
7,362
-198
| -3% | -$10.3K | 0.32% | 62 |
|
|
2020
Q1 | $409K | Buy |
7,560
+1
| +0% | +$54 | 0.42% | 57 |
|
|
2019
Q4 | $481K | Buy |
+7,559
| New | +$481K | 0.36% | 62 |
|