Wealthcare Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $11K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $5K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $173K | Hold |
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|
2015
Q4 | $157K | Sell |
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|
2015
Q3 | $163K | Sell |
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|
2015
Q2 | $159K | Buy |
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|
2015
Q1 | $32K | Buy |
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|
2014
Q4 | $15K | Hold |
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|
2014
Q3 | $13K | Hold |
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|
2014
Q2 | $14K | Hold |
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|
2014
Q1 | $13K | Hold |
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|
2013
Q4 | $12K | Hold |
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|
2013
Q3 | $12K | Hold |
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|
2013
Q2 | $13K | Buy |
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