Weaver Consulting Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-150
| Closed | -$8K | – | 776 |
|
|
2020
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 612 |
|
|
2020
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 583 |
|
|
2020
Q1 | $8K | Sell |
150
-50
| -25% | -$2.67K | 0.01% | 491 |
|
|
2019
Q4 | $12K | Hold |
200
| – | – | 0.01% | 451 |
|
|
2019
Q3 | $11K | Hold |
200
| – | – | 0.01% | 459 |
|
|
2019
Q2 | $11K | Sell |
200
-756
| -79% | -$41.6K | 0.01% | 441 |
|
|
2019
Q1 | $52K | Buy |
+956
| New | +$52K | 0.01% | 469 |
|