Berman Capital Advisors’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 | $306K | Buy |
4,961
+1,212
| +32% | +$74.8K | 0.05% | 200 |
|
|
2021
Q2 | $226K | Buy |
3,749
+964
| +35% | +$58.1K | 0.04% | 212 |
|
|
2021
Q1 | $172K | Buy |
2,785
+145
| +5% | +$8.96K | 0.04% | 212 |
|
|
2020
Q4 | $162K | Sell |
2,640
-738
| -22% | -$45.3K | 0.04% | 192 |
|
|
2020
Q3 | $181K | Buy |
3,378
+946
| +39% | +$50.7K | 0.05% | 153 |
|
|
2020
Q2 | $124K | Buy |
2,432
+90
| +4% | +$4.59K | 0.03% | 198 |
|
|
2020
Q1 | $125K | Buy |
2,342
+596
| +34% | +$31.8K | 0.04% | 168 |
|
|
2019
Q4 | $110K | Buy |
1,746
+2
| +0.1% | +$126 | 0.03% | 214 |
|
|
2019
Q3 | $107K | Buy |
1,744
+2
| +0.1% | +$123 | 0.03% | 206 |
|
|
2019
Q2 | $95K | Buy |
1,742
+140
| +9% | +$7.64K | 0.03% | 213 |
|
|
2019
Q1 | $82K | Buy |
1,602
+546
| +52% | +$27.9K | 0.03% | 217 |
|
|
2018
Q4 | $45K | Buy |
+1,056
| New | +$45K | 0.02% | 262 |
|