American Research & Management Company’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 | $40K | Hold |
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|
2022
Q2 | $42K | Sell |
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|
2022
Q1 | $65K | Buy |
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|
2021
Q4 | $56K | Buy |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $45K | Sell |
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|
2020
Q4 | $103K | Hold |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $90K | Sell |
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|
2019
Q4 | $157K | Sell |
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|
2019
Q3 | $165K | Buy |
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|
2019
Q2 | $137K | Hold |
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|
2019
Q1 | $128K | Hold |
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|
2018
Q4 | $109K | Hold |
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|
2018
Q3 | $108K | Sell |
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|
2018
Q2 | $124K | Buy |
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|
2018
Q1 | $75K | Sell |
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|
2017
Q4 | $162K | Buy |
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|
2017
Q3 | $134K | Sell |
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|
2017
Q2 | $145K | Hold |
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|
2017
Q1 | $151K | Hold |
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|
2016
Q4 | $149K | Hold |
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|
2016
Q3 | $155K | Hold |
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|
2016
Q2 | $163K | Sell |
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|
2016
Q1 | $162K | Hold |
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|
2015
Q4 | $146K | Hold |
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|
2015
Q3 | $140K | Hold |
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|
2015
Q2 | $131K | Buy |
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|
2015
Q1 | $129K | Hold |
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|
2014
Q4 | $143K | Hold |
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|
2014
Q3 | $127K | Hold |
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|
2014
Q2 | $132K | Hold |
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|
2014
Q1 | $128K | Sell |
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|
2013
Q4 | $124K | Buy |
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|
2013
Q3 | $120K | Hold |
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|
2013
Q2 | $128K | Buy |
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