Wealthfront’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.84M | Sell |
42,105
-6,340
| -13% | -$276K | 0.02% | 137 |
|
|
2018
Q2 | $2.24M | Sell |
48,445
-22,355
| -32% | -$1.04M | 0.02% | 112 |
|
|
2018
Q1 | $3.16M | Buy |
70,800
+12,192
| +21% | +$545K | 0.03% | 86 |
|
|
2017
Q4 | $2.82M | Buy |
58,608
+19,656
| +50% | +$945K | 0.03% | 85 |
|
|
2017
Q3 | $1.91M | Buy |
38,952
+9,392
| +32% | +$461K | 0.02% | 117 |
|
|
2017
Q2 | $1.42M | Buy |
29,560
+1,771
| +6% | +$84.8K | 0.02% | 120 |
|
|
2017
Q1 | $1.38M | Buy |
27,789
+4,864
| +21% | +$242K | 0.02% | 112 |
|
|
2016
Q4 | $1.13M | Sell |
22,925
-5,086
| -18% | -$250K | 0.02% | 107 |
|
|
2016
Q3 | $1.44M | Buy |
28,011
+2,087
| +8% | +$107K | 0.03% | 79 |
|
|
2016
Q2 | $1.39M | Buy |
25,924
+429
| +2% | +$23K | 0.04% | 79 |
|
|
2016
Q1 | $1.32M | Buy |
25,495
+6,121
| +32% | +$317K | 0.04% | 77 |
|
|
2015
Q4 | $907K | Buy |
19,374
+2,271
| +13% | +$106K | 0.03% | 88 |
|
|
2015
Q3 | $765K | Buy |
17,103
+9,708
| +131% | +$434K | 0.03% | 97 |
|
|
2015
Q2 | $310K | Sell |
7,395
-1,065
| -13% | -$44.6K | 0.01% | 187 |
|
|
2015
Q1 | $375K | Buy |
8,460
+876
| +12% | +$38.8K | 0.02% | 116 |
|
|
2014
Q4 | $372K | Buy |
7,584
+850
| +13% | +$41.7K | 0.02% | 94 |
|
|
2014
Q3 | $294K | Buy |
6,734
+1,504
| +29% | +$65.7K | 0.02% | 101 |
|
|
2014
Q2 | $230K | Buy |
5,230
+1,323
| +34% | +$58.2K | 0.02% | 92 |
|
|
2014
Q1 | $170K | Buy |
+3,907
| New | +$170K | 0.02% | 70 |
|