YorkBridge Wealth Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-500
| Closed | -$28K | – | 568 |
|
|
2019
Q2 | $28K | Hold |
500
| – | – | 0.01% | 427 |
|
|
2019
Q1 | $26K | Hold |
500
| – | – | 0.01% | 431 |
|
|
2018
Q4 | $22K | Hold |
500
| – | – | 0.01% | 445 |
|
|
2018
Q3 | $22K | Hold |
500
| – | – | 0.01% | 502 |
|
|
2018
Q2 | $23K | Hold |
500
| – | – | 0.01% | 506 |
|
|
2018
Q1 | $22K | Hold |
500
| – | – | 0.01% | 500 |
|
|
2017
Q4 | $22K | Hold |
500
| – | – | 0.01% | 489 |
|
|
2017
Q3 | $25K | Hold |
500
| – | – | 0.01% | 468 |
|
|
2017
Q2 | $24K | Hold |
500
| – | – | 0.01% | 466 |
|
|
2017
Q1 | $25K | Hold |
500
| – | – | 0.01% | 457 |
|
|
2016
Q4 | $24K | Buy |
+500
| New | +$24K | 0.01% | 452 |
|