Carroll Financial Associates’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.74M | Sell |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $1.72M | Sell |
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|
2020
Q4 | $1.97M | Sell |
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|
2020
Q3 | $1.83M | Sell |
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|
2020
Q2 | $1.82M | Sell |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $2.52M | Buy |
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|
2019
Q3 | $2.35M | Sell |
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|
2019
Q2 | $2.12M | Buy |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $1.12M | Sell |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.19M | Sell |
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|
2017
Q4 | $1.42M | Sell |
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|
2017
Q3 | $1.53M | Sell |
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|
2017
Q2 | $1.56M | Buy |
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|
2017
Q1 | $1.48M | Sell |
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|
2016
Q4 | $1.49M | Sell |
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|
2016
Q3 | $1.71M | Sell |
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|
2016
Q2 | $1.92M | Buy |
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|
2016
Q1 | $1.68M | Buy |
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|
2015
Q4 | $1.46M | Buy |
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|
2015
Q3 | $1.38M | Buy |
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|
2015
Q2 | $1.25M | Buy |
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|
2015
Q1 | $1.16M | Buy |
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|
2014
Q4 | $644K | Sell |
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|
2014
Q3 | $703K | Sell |
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|
2014
Q2 | $1.06M | Buy |
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|
2014
Q1 | $987K | Buy |
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|
2013
Q4 | $832K | Sell |
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|
2013
Q3 | $860K | Sell |
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|
2013
Q2 | $927K | Buy |
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