ACG Wealth’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $657K | Buy |
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|
2022
Q2 | $683K | Buy |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $600K | Sell |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | $550K | Sell |
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|
2021
Q1 | $680K | Buy |
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|
2020
Q4 | $655K | Sell |
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|
2020
Q3 | $589K | Buy |
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|
2020
Q2 | $521K | Sell |
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|
2020
Q1 | $713K | Sell |
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|
2019
Q4 | $856K | Buy |
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|
2019
Q3 | $819K | Sell |
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|
2019
Q2 | $740K | Sell |
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|
2019
Q1 | $752K | Sell |
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|
2018
Q4 | $699K | Buy |
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|
2018
Q3 | $591K | Sell |
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|
2018
Q2 | $709K | Sell |
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|
2018
Q1 | $828K | Buy |
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|
2017
Q4 | $868K | Buy |
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|
2017
Q3 | $618K | Sell |
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|
2017
Q2 | $1.46M | Buy |
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|
2017
Q1 | $1.3M | Buy |
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|
2016
Q4 | $882K | Buy |
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|
2016
Q3 | $812K | Buy |
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|
2016
Q2 | $818K | Sell |
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|
2016
Q1 | $814K | Buy |
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|
2015
Q4 | $687K | Buy |
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|
2015
Q3 | $645K | Sell |
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|
2015
Q2 | $648K | Sell |
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|
2015
Q1 | $1.67M | Buy |
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|
2014
Q4 | $1.32M | Buy |
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|
2014
Q3 | $1.17M | Sell |
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|
2014
Q2 | $1.23M | Sell |
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|
2014
Q1 | $1.24M | Sell |
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|
2013
Q4 | $1.22M | Buy |
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|
2013
Q3 | $553K | Sell |
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|
2013
Q2 | $615K | Buy |
|