Camarda Financial Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,400
| Closed | -$176K | – | 571 |
|
|
2019
Q1 | $176K | Hold |
3,400
| – | – | 0.34% | 36 |
|
|
2018
Q4 | $149K | Hold |
3,400
| – | – | 0.18% | 52 |
|
|
2018
Q3 | $148K | Buy |
+3,400
| New | +$148K | 0.17% | 70 |
|
|
2017
Q4 | – | Sell |
-1,159
| Closed | -$57K | – | 220 |
|
|
2017
Q3 | $57K | Hold |
1,159
| – | – | 0.06% | 108 |
|
|
2017
Q2 | $55K | Hold |
1,159
| – | – | 0.06% | 108 |
|
|
2017
Q1 | $58K | Hold |
1,159
| – | – | 0.06% | 105 |
|
|
2016
Q4 | $57K | Hold |
1,159
| – | – | 0.04% | 120 |
|
|
2016
Q3 | $59K | Hold |
1,159
| – | – | 0.04% | 115 |
|
|
2016
Q2 | $62K | Hold |
1,159
| – | – | 0.04% | 123 |
|
|
2016
Q1 | $60K | Buy |
+1,159
| New | +$60K | 0.04% | 138 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$21K | – | 205 |
|
|
2015
Q2 | $21K | Hold |
500
| – | – | 0.01% | 162 |
|
|
2015
Q1 | $22K | Sell |
500
-567
| -53% | -$24.9K | 0.01% | 178 |
|
|
2014
Q4 | $52K | Buy |
1,067
+517
| +94% | +$25.2K | 0.03% | 126 |
|
|
2014
Q3 | $24K | Hold |
550
| – | – | 0.02% | 151 |
|
|
2014
Q2 | $25K | Buy |
550
+450
| +450% | +$20.5K | 0.02% | 156 |
|
|
2014
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 168 |
|