Boston 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $5.58M | Buy |
90,374
+13,259
| +17% | +$769K | 0.29% | 98 |
|
|
2019
Q2 | $4.26M | Sell |
77,115
-6,765
| -8% | -$362K | 0.23% | 122 |
|
|
2019
Q1 | $4.33M | Buy |
83,880
+13
| +0% | +$637 | 0.22% | 126 |
|
|
2018
Q4 | $3.68M | Buy |
83,867
+4,239
| +5% | +$193K | 0.21% | 131 |
|
|
2018
Q3 | $3.47M | Buy |
79,628
+67,769
| +571% | +$3.12M | 0.15% | 220 |
|
|
2018
Q2 | $549K | Sell |
11,859
-458
| -4% | -$20.5K | 0.01% | 472 |
|
|
2018
Q1 | $550K | Sell |
12,317
-1,095
| -8% | -$48.6K | 0.01% | 482 |
|
|
2017
Q4 | $645K | Buy |
13,412
+1,665
| +14% | +$84.8K | 0.01% | 452 |
|
|
2017
Q3 | $577K | Buy |
11,747
+4
| +0% | +$194 | 0.01% | 460 |
|
|
2017
Q2 | $562K | Sell |
11,743
-2,195
| -16% | -$110K | 0.01% | 463 |
|
|
2017
Q1 | $694K | Sell |
13,938
-2,091
| -13% | -$103K | 0.02% | 412 |
|
|
2016
Q4 | $788K | Sell |
16,029
-1,570
| -9% | -$77.1K | 0.02% | 393 |
|
|
2016
Q3 | $903K | Sell |
17,599
-1,062
| -6% | -$55.9K | 0.02% | 376 |
|
|
2016
Q2 | $1M | Sell |
18,661
-563
| -3% | -$28.3K | 0.03% | 349 |
|
|
2016
Q1 | $994K | Sell |
19,224
-63
| -0.3% | -$3.07K | 0.02% | 333 |
|
|
2015
Q4 | $902K | Buy |
19,287
+213
| +1% | +$9.66K | 0.02% | 342 |
|
|
2015
Q3 | $853K | Buy |
19,074
+190
| +1% | +$8.34K | 0.03% | 409 |
|
|
2015
Q2 | $791K | Sell |
18,884
-530
| -3% | -$23.1K | 0.03% | 335 |
|
|
2015
Q1 | $860K | Sell |
19,414
-1,384
| -7% | -$65.7K | 0.03% | 313 |
|
|
2014
Q4 | $1.02M | Buy |
20,798
+1,056
| +5% | +$49.9K | 0.04% | 263 |
|
|
2014
Q3 | $862K | Sell |
19,742
-161
| -0.8% | -$7.07K | 0.04% | 291 |
|
|
2014
Q2 | $903K | Sell |
19,903
-980
| -5% | -$43.3K | 0.04% | 286 |
|
|
2014
Q1 | $918K | Buy |
20,883
+270
| +1% | +$11.3K | 0.04% | 281 |
|
|
2013
Q4 | $847K | Buy |
20,613
+1,757
| +9% | +$72.5K | 0.04% | 279 |
|
|
2013
Q3 | $776K | Buy |
18,856
+1,031
| +6% | +$44.4K | 0.04% | 280 |
|
|
2013
Q2 | $787K | Buy |
+17,825
| New | +$820K | 0.04% | 271 |
|
Other funds holding SO
