WR Wealth Planners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $209K | Buy |
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|
2024
Q3 | $223K | Buy |
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|
2024
Q2 | $185K | Sell |
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|
2024
Q1 | $175K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $147K | Sell |
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|
2023
Q2 | $174K | Sell |
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|
2023
Q1 | $180K | Buy |
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|
2022
Q4 | $5K | Sell |
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|
2022
Q3 | $13.6K | Hold |
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|
2022
Q2 | $14.3K | Hold |
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|
2022
Q1 | $14.5K | Buy |
|