Brinker Capital’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$4.09M Buy
2020
Q1
$2.6M Buy
2019
Q4
$2.68M Buy
2019
Q3
$2.02M Buy
2019
Q2
$743K Buy
2018
Q3
Sell
2018
Q2
$419K Sell
2018
Q1
$430K Sell
2017
Q4
$466K Buy
2017
Q3
$414K Buy
2017
Q2
Sell
2017
Q1
$705K Buy
2016
Q4
$557K Sell
2016
Q3
$584K Buy
2016
Q2
$601K Buy
2016
Q1
$529K Buy
2015
Q4
$426K Buy