BIA
Barry Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,270
| Closed | -$324K | – | 74 |
|
|
2019
Q1 | $324K | Sell |
6,270
-420
| -6% | -$21.7K | 0.1% | 54 |
|
|
2018
Q4 | $294K | Sell |
6,690
-213
| -3% | -$9.36K | 0.11% | 59 |
|
|
2018
Q3 | $301K | Buy |
6,903
+71
| +1% | +$3.1K | 0.1% | 59 |
|
|
2018
Q2 | $316K | Sell |
6,832
-101
| -1% | -$4.67K | 0.12% | 55 |
|
|
2018
Q1 | $310K | Buy |
6,933
+254
| +4% | +$11.4K | 0.12% | 56 |
|
|
2017
Q4 | $321K | Buy |
6,679
+57
| +0.9% | +$2.74K | 0.12% | 55 |
|
|
2017
Q3 | $325K | Buy |
6,622
+59
| +0.9% | +$2.9K | 0.12% | 55 |
|
|
2017
Q2 | $314K | Sell |
6,563
-146
| -2% | -$6.99K | 0.12% | 55 |
|
|
2017
Q1 | $334K | Buy |
6,709
+1,172
| +21% | +$58.3K | 0.12% | 54 |
|
|
2016
Q4 | $272K | Sell |
5,537
-72
| -1% | -$3.54K | 0.1% | 57 |
|
|
2016
Q3 | $288K | Buy |
5,609
+12
| +0.2% | +$616 | 0.1% | 58 |
|
|
2016
Q2 | $300K | Sell |
5,597
-1,202
| -18% | -$64.4K | 0.12% | 55 |
|
|
2016
Q1 | $352K | Sell |
6,799
-24
| -0.4% | -$1.24K | 0.11% | 59 |
|
|
2015
Q4 | $319K | Sell |
6,823
-283
| -4% | -$13.2K | 0.1% | 61 |
|
|
2015
Q3 | $318K | Buy |
7,106
+88
| +1% | +$3.94K | 0.1% | 63 |
|
|
2015
Q2 | $294K | Buy |
7,018
+209
| +3% | +$8.76K | 0.3% | 33 |
|
|
2015
Q1 | $302K | Sell |
6,809
-1,085
| -14% | -$48.1K | 0.09% | 66 |
|
|
2014
Q4 | $388K | Buy |
+7,894
| New | +$388K | 0.13% | 61 |
|