BHK Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,115
| Closed | -$390K | – | 62 |
|
|
2019
Q4 | $390K | Sell |
6,115
-4,421
| -42% | -$282K | 0.22% | 39 |
|
|
2019
Q3 | $651K | Hold |
10,536
| – | – | 0.38% | 43 |
|
|
2019
Q2 | $582K | Sell |
10,536
-4,036
| -28% | -$223K | 0.33% | 44 |
|
|
2019
Q1 | $753K | Buy |
14,572
+8,932
| +158% | +$462K | 0.46% | 37 |
|
|
2018
Q4 | $248K | Buy |
5,640
+25
| +0.4% | +$1.1K | 0.19% | 59 |
|
|
2018
Q3 | $245K | Buy |
+5,615
| New | +$245K | 0.16% | 65 |
|