American Portfolios Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.15M | Sell |
16,980
-713
| -4% | -$48.5K | 0.05% | 389 |
|
|
2022
Q2 | $1.26M | Sell |
17,693
-43
| -0.2% | -$3.07K | 0.05% | 369 |
|
|
2022
Q1 | $1.29M | Buy |
17,736
+968
| +6% | +$70.2K | 0.04% | 406 |
|
|
2021
Q4 | $1.15M | Buy |
16,768
+1,257
| +8% | +$86.2K | 0.04% | 442 |
|
|
2021
Q3 | $961K | Buy |
15,511
+124
| +0.8% | +$7.68K | 0.04% | 475 |
|
|
2021
Q2 | $931K | Buy |
15,387
+2,104
| +16% | +$127K | 0.04% | 477 |
|
|
2021
Q1 | $826K | Buy |
13,283
+1,396
| +12% | +$86.8K | 0.04% | 476 |
|
|
2020
Q4 | $730K | Sell |
11,887
-3,772
| -24% | -$232K | 0.04% | 443 |
|
|
2020
Q3 | $849K | Sell |
15,659
-137
| -0.9% | -$7.43K | 0.05% | 331 |
|
|
2020
Q2 | $819K | Sell |
15,796
-631
| -4% | -$32.7K | 0.05% | 318 |
|
|
2020
Q1 | $889K | Sell |
16,427
-1,481
| -8% | -$80.2K | 0.07% | 247 |
|
|
2019
Q4 | $1.14M | Buy |
17,908
+1,290
| +8% | +$82.2K | 0.08% | 238 |
|
|
2019
Q3 | $1.03M | Sell |
16,618
-292
| -2% | -$18K | 0.08% | 236 |
|
|
2019
Q2 | $935K | Buy |
16,910
+5,393
| +47% | +$298K | 0.08% | 251 |
|
|
2019
Q1 | $595K | Buy |
11,517
+5,209
| +83% | +$269K | 0.06% | 324 |
|
|
2018
Q4 | $277K | Sell |
6,308
-4,970
| -44% | -$218K | 0.03% | 424 |
|
|
2018
Q3 | $492K | Sell |
11,278
-1,086
| -9% | -$47.4K | 0.06% | 316 |
|
|
2018
Q2 | $573K | Sell |
12,364
-930
| -7% | -$43.1K | 0.08% | 258 |
|
|
2018
Q1 | $594K | Buy |
13,294
+420
| +3% | +$18.8K | 0.09% | 224 |
|
|
2017
Q4 | $619K | Buy |
+12,874
| New | +$619K | 0.1% | 211 |
|