Boys Arnold & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,273
| Closed | -$340K | – | 178 |
|
|
2020
Q1 | $340K | Sell |
6,273
-464
| -7% | -$25.1K | 0.06% | 194 |
|
|
2019
Q4 | $429K | Buy |
6,737
+911
| +16% | +$58K | 0.06% | 215 |
|
|
2019
Q3 | $360K | Sell |
5,826
-6,481
| -53% | -$400K | 0.05% | 218 |
|
|
2019
Q2 | $680K | Hold |
12,307
| – | – | 0.1% | 166 |
|
|
2019
Q1 | $636K | Sell |
12,307
-246
| -2% | -$12.7K | 0.1% | 172 |
|
|
2018
Q4 | $552K | Sell |
12,553
-684
| -5% | -$30.1K | 0.09% | 176 |
|
|
2018
Q3 | $572K | Buy |
13,237
+915
| +7% | +$39.5K | 0.08% | 182 |
|
|
2018
Q2 | $571K | Hold |
12,322
| – | – | 0.08% | 192 |
|
|
2018
Q1 | $557K | Buy |
12,322
+1,199
| +11% | +$54.2K | 0.08% | 193 |
|
|
2017
Q4 | $535K | Buy |
11,123
+131
| +1% | +$6.3K | 0.08% | 196 |
|
|
2017
Q3 | $540K | Sell |
10,992
-285
| -3% | -$14K | 0.09% | 196 |
|
|
2017
Q2 | $540K | Sell |
11,277
-382
| -3% | -$18.3K | 0.07% | 192 |
|
|
2017
Q1 | $580K | Buy |
11,659
+608
| +6% | +$30.2K | 0.09% | 179 |
|
|
2016
Q4 | $544K | Buy |
11,051
+435
| +4% | +$21.4K | 0.09% | 183 |
|
|
2016
Q3 | $545K | Sell |
10,616
-49
| -0.5% | -$2.52K | 0.09% | 176 |
|
|
2016
Q2 | $572K | Buy |
+10,665
| New | +$572K | 0.1% | 164 |
|
|
2016
Q1 | – | Sell |
-8,542
| Closed | -$400K | – | 195 |
|
|
2015
Q4 | $400K | Buy |
8,542
+771
| +10% | +$36.1K | 0.04% | 212 |
|
|
2015
Q3 | $347K | Sell |
7,771
-272
| -3% | -$12.1K | 0.07% | 183 |
|
|
2015
Q2 | $337K | Sell |
8,043
-1,494
| -16% | -$62.6K | 0.07% | 185 |
|
|
2015
Q1 | $422K | Buy |
9,537
+1,106
| +13% | +$48.9K | 0.08% | 165 |
|
|
2014
Q4 | $414K | Sell |
8,431
-1,095
| -11% | -$53.8K | 0.08% | 159 |
|
|
2014
Q3 | $416K | Sell |
9,526
-95
| -1% | -$4.15K | 0.08% | 161 |
|
|
2014
Q2 | $437K | Sell |
9,621
-245
| -2% | -$11.1K | 0.08% | 169 |
|
|
2014
Q1 | $434K | Buy |
9,866
+5
| +0.1% | +$220 | 0.08% | 164 |
|
|
2013
Q4 | $405K | Buy |
9,861
+6
| +0.1% | +$246 | 0.08% | 157 |
|
|
2013
Q3 | $406K | Buy |
9,855
+5
| +0.1% | +$206 | 0.08% | 151 |
|
|
2013
Q2 | $435K | Buy |
+9,850
| New | +$435K | 0.09% | 142 |
|