Advisor Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $21.5M | Buy |
337,440
+43,348
| +15% | +$2.76M | 0.15% | 125 |
|
|
2019
Q3 | $18.2M | Buy |
294,092
+13,956
| +5% | +$862K | 0.13% | 138 |
|
|
2019
Q2 | $15.5M | Buy |
280,136
+3,140
| +1% | +$174K | 0.12% | 152 |
|
|
2019
Q1 | $14.3M | Buy |
276,996
+27,173
| +11% | +$1.4M | 0.12% | 155 |
|
|
2018
Q4 | $11M | Buy |
249,823
+7,906
| +3% | +$347K | 0.11% | 166 |
|
|
2018
Q3 | $10.6M | Buy |
241,917
+38,018
| +19% | +$1.66M | 0.11% | 171 |
|
|
2018
Q2 | $9.45M | Sell |
203,899
-14,254
| -7% | -$660K | 0.13% | 150 |
|
|
2018
Q1 | $9.75M | Sell |
218,153
-14,977
| -6% | -$669K | 0.13% | 146 |
|
|
2017
Q4 | $11.2M | Buy |
233,130
+18,267
| +9% | +$879K | 0.15% | 130 |
|
|
2017
Q3 | $10.6M | Buy |
214,863
+10,872
| +5% | +$534K | 0.17% | 119 |
|
|
2017
Q2 | $9.77M | Buy |
203,991
+1,857
| +0.9% | +$88.9K | 0.17% | 122 |
|
|
2017
Q1 | $10.1M | Buy |
202,134
+9,132
| +5% | +$455K | 0.2% | 105 |
|
|
2016
Q4 | $9.5M | Buy |
193,002
+11,170
| +6% | +$550K | 0.21% | 106 |
|
|
2016
Q3 | $9.33M | Buy |
181,832
+11,252
| +7% | +$577K | 0.22% | 100 |
|
|
2016
Q2 | $9.15M | Buy |
+170,580
| New | +$9.15M | 0.24% | 94 |
|