AIM
Advantage Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $154K | Hold |
2,500
| – | – | 0.12% | 173 |
|
|
2019
Q2 | $138K | Hold |
2,500
| – | – | 0.11% | 188 |
|
|
2019
Q1 | $129K | Sell |
2,500
-100
| -4% | -$5.16K | 0.1% | 200 |
|
|
2018
Q4 | $114K | Hold |
2,600
| – | – | 0.09% | 213 |
|
|
2018
Q3 | $113K | Sell |
2,600
-77
| -3% | -$3.35K | 0.07% | 257 |
|
|
2018
Q2 | $124K | Hold |
2,677
| – | – | 0.09% | 191 |
|
|
2018
Q1 | $120K | Hold |
2,677
| – | – | 0.05% | 217 |
|
|
2017
Q4 | $129K | Sell |
2,677
-93
| -3% | -$4.48K | 0.04% | 228 |
|
|
2017
Q3 | $136K | Sell |
2,770
-1,179
| -30% | -$57.9K | 0.04% | 208 |
|
|
2017
Q2 | $189K | Buy |
3,949
+428
| +12% | +$20.5K | 0.07% | 168 |
|
|
2017
Q1 | $175K | Buy |
3,521
+1,221
| +53% | +$60.7K | 0.07% | 157 |
|
|
2016
Q4 | $113K | Buy |
2,300
+600
| +35% | +$29.5K | 0.04% | 206 |
|
|
2016
Q3 | $87K | Sell |
1,700
-782
| -32% | -$40K | 0.03% | 236 |
|
|
2016
Q2 | $133K | Sell |
2,482
-23
| -0.9% | -$1.23K | 0.06% | 183 |
|
|
2016
Q1 | $130K | Sell |
2,505
-300
| -11% | -$15.6K | 0.06% | 181 |
|
|
2015
Q4 | $131K | Sell |
2,805
-5,360
| -66% | -$250K | 0.07% | 190 |
|
|
2015
Q3 | $365K | Buy |
8,165
+5,583
| +216% | +$250K | 0.21% | 88 |
|
|
2015
Q2 | $108K | Buy |
2,582
+400
| +18% | +$16.7K | 0.05% | 225 |
|
|
2015
Q1 | $97K | Sell |
2,182
-500
| -19% | -$22.2K | 0.06% | 244 |
|
|
2014
Q4 | $132K | Buy |
+2,682
| New | +$132K | 0.1% | 167 |
|