Ameritas Investment Company’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $413K | Buy |
6,658
+1,690
| +34% | +$105K | 0.02% | 465 |
|
|
2021
Q2 | $832K | Sell |
4,968
-7,967
| -62% | -$1.33M | 0.04% | 314 |
|
|
2021
Q1 | $804K | Buy |
12,935
+6,228
| +93% | +$387K | 0.07% | 263 |
|
|
2020
Q4 | $407K | Buy |
6,707
+1,939
| +41% | +$118K | 0.08% | 254 |
|
|
2020
Q3 | $247K | Hold |
4,768
| – | – | 0.08% | 274 |
|
|
2020
Q2 | $247K | Sell |
4,768
-561
| -11% | -$29.1K | 0.07% | 280 |
|
|
2020
Q1 | $287K | Buy |
5,329
+380
| +8% | +$20.5K | 0.05% | 279 |
|
|
2019
Q4 | $315K | Sell |
4,949
-65
| -1% | -$4.14K | 0.07% | 251 |
|
|
2019
Q3 | $310K | Buy |
+5,014
| New | +$310K | 0.06% | 258 |
|
|
2019
Q2 | – | Sell |
-3,726
| Closed | -$193K | – | 770 |
|
|
2019
Q1 | $193K | Buy |
+3,726
| New | +$193K | 0.04% | 308 |
|