ARS Wealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $956K | Buy |
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|
2021
Q1 | $980K | Sell |
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|
2020
Q4 | $987K | Buy |
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|
2020
Q3 | $859K | Buy |
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|
2020
Q2 | $810K | Buy |
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|
2020
Q1 | $838K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $922K | Buy |
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|
2018
Q4 | $752K | Buy |
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|
2018
Q3 | $743K | Buy |
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|
2018
Q2 | $758K | Buy |
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|
2018
Q1 | $709K | Sell |
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|
2017
Q4 | $963K | Sell |
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|
2017
Q3 | $1.01M | Buy |
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|
2017
Q2 | $978K | Buy |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $1.03M | Buy |
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|
2016
Q3 | $911K | Buy |
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|
2016
Q2 | $882K | Buy |
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|
2016
Q1 | $841K | Buy |
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|
2015
Q4 | $667K | Hold |
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|
2015
Q3 | $637K | Buy |
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|
2015
Q2 | $533K | Hold |
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|
2015
Q1 | $563K | Sell |
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|
2014
Q4 | $646K | Buy |
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|
2014
Q3 | $567K | Sell |
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|
2014
Q2 | $619K | Buy |
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|
2014
Q1 | $203K | Sell |
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|
2013
Q4 | $211K | Buy |
|