Boenning & Scattergood’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
Q4 | $326K | Buy |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $233K | Sell |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $241K | Hold |
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|
2020
Q3 | $213K | Hold |
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|
2020
Q2 | $204K | Hold |
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|
2020
Q1 | $212K | Buy |
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|
2019
Q4 | $222K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $216K | Sell |
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|
2018
Q4 | $293K | Buy |
|