American Investment Services’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-22,228	Closed	-$976K	–	135
2018 Q4	$976K	Hold	22,228	–	–	0.35%	50
2018 Q3	$969K	Sell	22,228 -2,479	-10%	-$114K	0.33%	52
2018 Q2	$1.14M	Hold	24,707	–	–	0.4%	41
2018 Q1	$1.1M	Sell	24,707 -2,780	-10%	-$123K	0.39%	42
2017 Q4	$1.32M	Hold	27,487	–	–	0.48%	32
2017 Q3	$1.35M	Buy	27,487 +1,472	+6%	+$71.4K	0.52%	31
2017 Q2	$1.25M	Buy	26,015 +590	+2%	+$29.6K	0.49%	34
2017 Q1	$1.27M	Sell	25,425 -290	-1%	-$14.3K	0.52%	31
2016 Q4	$1.25M	Hold	25,715	–	–	0.52%	31
2016 Q3	$1.32M	Hold	25,715	–	–	0.55%	33
2016 Q2	$1.38M	Sell	25,715 -2,471	-9%	-$124K	0.6%	27
2016 Q1	$1.46M	Hold	28,186	–	–	0.71%	19
2015 Q4	$1.32M	Sell	28,186 -5,100	-15%	-$231K	0.72%	21
2015 Q3	$1.49M	Buy	33,286 +2,322	+7%	+$102K	0.83%	18
2015 Q2	$1.3M	Sell	30,964 -2,322	-7%	-$101K	0.69%	19
2015 Q1	$1.47M	Sell	33,286 -839	-2%	-$39.9K	0.8%	17
2014 Q4	$1.68M	Sell	34,125 -887	-3%	-$41.9K	0.91%	14
2014 Q3	$1.53M	Hold	35,012	–	–	0.84%	17
2014 Q2	$1.59M	Sell	35,012 -25,729	-42%	-$1.14M	0.87%	15
2014 Q1	$2.67M	Buy	60,741 +3,503	+6%	+$147K	1.53%	13
2013 Q4	$2.35M	Hold	57,238	–	–	1.4%	15
2013 Q3	$2.36M	Buy	57,238 +5,493	+11%	+$237K	1.48%	14
2013 Q2	$2.28M	Buy	+51,745	New	+$2.38M	1.43%	14