Wealthfront’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.84M | Sell |
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|
2018
Q2 | $2.24M | Sell |
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|
2018
Q1 | $3.16M | Buy |
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|
2017
Q4 | $2.82M | Buy |
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|
2017
Q3 | $1.91M | Buy |
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|
2017
Q2 | $1.42M | Buy |
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|
2017
Q1 | $1.38M | Buy |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $1.44M | Buy |
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|
2016
Q2 | $1.39M | Buy |
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|
2016
Q1 | $1.32M | Buy |
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|
2015
Q4 | $907K | Buy |
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|
2015
Q3 | $765K | Buy |
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|
2015
Q2 | $310K | Sell |
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|
2015
Q1 | $375K | Buy |
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|
2014
Q4 | $372K | Buy |
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|
2014
Q3 | $294K | Buy |
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|
2014
Q2 | $230K | Buy |
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|
2014
Q1 | $170K | Buy |
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