Atwood & Palmer’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
Q2 | – | Sell |
-50
| Closed | -$4K | – | 439 |
|
|
2022
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $3K | Sell |
50
-400
| -89% | -$25.5K | ﹤0.01% | 429 |
|
|
2021
Q3 | $28K | Hold |
450
| – | – | ﹤0.01% | 276 |
|
|
2021
Q2 | $27K | Hold |
450
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $28K | Buy |
450
+50
| +13% | +$2.99K | ﹤0.01% | 261 |
|
|
2020
Q4 | $25K | Hold |
400
| – | – | ﹤0.01% | 259 |
|
|
2020
Q3 | $22K | Hold |
400
| – | – | ﹤0.01% | 226 |
|
|
2020
Q2 | $21K | Hold |
400
| – | – | ﹤0.01% | 222 |
|
|
2020
Q1 | $22K | Hold |
400
| – | – | ﹤0.01% | 216 |
|
|
2019
Q4 | $25K | Hold |
400
| – | – | ﹤0.01% | 213 |
|
|
2019
Q3 | $25K | Hold |
400
| – | – | ﹤0.01% | 220 |
|
|
2019
Q2 | $22K | Hold |
400
| – | – | ﹤0.01% | 215 |
|
|
2019
Q1 | $21K | Hold |
400
| – | – | ﹤0.01% | 216 |
|
|
2018
Q4 | $18K | Hold |
400
| – | – | ﹤0.01% | 221 |
|
|
2018
Q3 | $17K | Sell |
400
-53
| -12% | -$2.44K | ﹤0.01% | 242 |
|
|
2018
Q2 | $21K | Buy |
453
+53
| +13% | +$2.37K | ﹤0.01% | 233 |
|
|
2018
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 234 |
|
|
2017
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 231 |
|
|
2017
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 228 |
|
|
2017
Q2 | $19K | Hold |
400
| – | – | ﹤0.01% | 236 |
|
|
2017
Q1 | $20K | Hold |
400
| – | – | ﹤0.01% | 223 |
|
|
2016
Q4 | $20K | Hold |
400
| – | – | ﹤0.01% | 228 |
|
|
2016
Q3 | $21K | Hold |
400
| – | – | ﹤0.01% | 226 |
|
|
2016
Q2 | $21K | Hold |
400
| – | – | ﹤0.01% | 225 |
|
|
2016
Q1 | $21K | Sell |
400
-100
| -20% | -$4.87K | ﹤0.01% | 228 |
|
|
2015
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 263 |
|
|
2015
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 263 |
|
|
2015
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 243 |
|
|
2015
Q1 | $22K | Sell |
500
-300
| -38% | -$14.3K | ﹤0.01% | 228 |
|
|
2014
Q4 | $40K | Hold |
800
| – | – | 0.01% | 207 |
|
|
2014
Q3 | $35K | Hold |
800
| – | – | 0.01% | 221 |
|
|
2014
Q2 | $36K | Buy |
+800
| New | +$35.4K | 0.01% | 205 |
|
Other funds holding SO
Atwood & Palmer's SO Position: Q2 2022 in Review
Atwood & Palmer sold out of Southern Company (SO) in Q2 2022, closing a stake of 50 shares — an estimated $4K sold.
Atwood & Palmer first reported a position in SO in Q2 2014 and held it in 32 quarters. The position peaked at $40K in Q4 2014. 1,682 funds tracked by Wall St. Rank hold SO as of Q2 2022.
- Atwood & Palmer reported no remaining Southern Company position as of Q2 2022 after selling out during the quarter.
- Atwood & Palmer sold 50 Southern Company shares in Q2 2022, an estimated $4K.
- Atwood & Palmer first reported a position in Southern Company in Q2 2014 and held it in 32 quarters.
- Atwood & Palmer's Southern Company position peaked at $40K in Q4 2014.
- 1,682 funds tracked by Wall St. Rank held Southern Company as of Q2 2022.
Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.