Berman Capital 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
Q3 | $306K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $172K | Buy |
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|
2020
Q4 | $162K | Sell |
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|
2020
Q3 | $181K | Buy |
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|
2020
Q2 | $124K | Buy |
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|
2020
Q1 | $125K | Buy |
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|
2019
Q4 | $110K | Buy |
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|
2019
Q3 | $107K | Buy |
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|
2019
Q2 | $95K | Buy |
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|
2019
Q1 | $82K | Buy |
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|
2018
Q4 | $45K | Buy |
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