Wealthspire Advisors (Maryland)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $547K | Buy |
|
|||||
|
2020
Q2 | $498K | Sell |
|
|||||
|
2020
Q1 | $546K | Buy |
|
|||||
|
2019
Q4 | $633K | Buy |
|
|||||
|
2019
Q3 | $569K | Buy |
|
|||||
|
2019
Q2 | $426K | Sell |
|
|||||
|
2019
Q1 | $439K | Sell |
|
|||||
|
2018
Q4 | $394K | Buy |
|
|||||
|
2018
Q3 | $331K | Sell |
|
|||||
|
2018
Q2 | $361K | Sell |
|
|||||
|
2018
Q1 | $389K | Sell |
|
|||||
|
2017
Q4 | $454K | Sell |
|
|||||
|
2017
Q3 | $476K | Buy |
|
|||||
|
2017
Q2 | $422K | Buy |
|
|||||
|
2017
Q1 | $329K | Sell |
|
|||||
|
2016
Q4 | $578K | Buy |
|
|||||
|
2016
Q3 | $600K | Sell |
|
|||||
|
2016
Q2 | $787K | Sell |
|
|||||
|
2016
Q1 | $843K | Buy |
|
|||||
|
2015
Q4 | $240K | Buy |
|