Wealthstar Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,914
| Closed | -$342K | – | 92 |
|
|
2023
Q1 | $342K | Buy |
4,914
+1
| +0% | +$70 | 0.13% | 68 |
|
|
2022
Q4 | $351K | Hold |
4,913
| – | – | 0.16% | 68 |
|
|
2022
Q3 | $335K | Buy |
+4,913
| New | +$335K | 0.16% | 66 |
|
|
2019
Q3 | – | Sell |
-3,722
| Closed | -$206K | – | 71 |
|
|
2019
Q2 | $206K | Buy |
+3,722
| New | +$206K | 0.12% | 57 |
|