Wealthstreet Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,951
| Closed | -$118K | – | 90 |
|
|
2021
Q2 | $118K | Sell |
1,951
-5,371
| -73% | -$325K | 0.61% | 41 |
|
|
2021
Q1 | $456K | Hold |
7,322
| – | – | 0.04% | 256 |
|
|
2020
Q4 | $450K | Sell |
7,322
-821
| -10% | -$50.5K | 0.05% | 250 |
|
|
2020
Q3 | $442K | Sell |
8,143
-233
| -3% | -$12.6K | 0.05% | 235 |
|
|
2020
Q2 | $434K | Sell |
8,376
-986
| -11% | -$51.1K | 0.05% | 230 |
|
|
2020
Q1 | $507K | Buy |
9,362
+1,139
| +14% | +$61.7K | 0.07% | 185 |
|
|
2019
Q4 | $524K | Hold |
8,223
| – | – | 0.06% | 230 |
|
|
2019
Q3 | $501K | Buy |
8,223
+1,052
| +15% | +$64.1K | 0.06% | 223 |
|
|
2019
Q2 | $396K | Buy |
7,171
+468
| +7% | +$25.8K | 0.05% | 250 |
|
|
2019
Q1 | $346K | Buy |
6,703
+1,803
| +37% | +$93.1K | 0.05% | 266 |
|
|
2018
Q4 | $232K | Sell |
4,900
-1,900
| -28% | -$90K | 0.03% | 300 |
|
|
2018
Q3 | $296K | Hold |
6,800
| – | – | 0.04% | 290 |
|
|
2018
Q2 | $315K | Sell |
6,800
-100
| -1% | -$4.63K | 0.04% | 281 |
|
|
2018
Q1 | $309K | Buy |
6,900
+1,296
| +23% | +$58K | 0.04% | 280 |
|
|
2017
Q4 | $269K | Buy |
+5,604
| New | +$269K | 0.03% | 290 |
|