CIA
Cascade Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-600
| Closed | -$41.7K | – | 206 |
|
|
2023
Q1 | $41.7K | Buy |
+600
| New | +$41.7K | 0.03% | 148 |
|
|
2022
Q3 | – | Sell |
-600
| Closed | -$42.8K | – | 199 |
|
|
2022
Q2 | $42.8K | Hold |
600
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $43.5K | Hold |
600
| – | – | 0.03% | 170 |
|
|
2021
Q4 | $41.1K | Hold |
600
| – | – | 0.02% | 176 |
|
|
2021
Q3 | $37.2K | Hold |
600
| – | – | 0.02% | 172 |
|
|
2021
Q2 | $36.3K | Hold |
600
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $37.3K | Hold |
600
| – | – | 0.02% | 175 |
|
|
2020
Q4 | $36.9K | Hold |
600
| – | – | 0.03% | 176 |
|
|
2020
Q3 | $32.5K | Hold |
600
| – | – | 0.03% | 172 |
|
|
2020
Q2 | $31.1K | Hold |
600
| – | – | 0.03% | 167 |
|
|
2020
Q1 | $32.5K | Hold |
600
| – | – | 0.04% | 158 |
|
|
2019
Q4 | $38.2K | Hold |
600
| – | – | 0.03% | 166 |
|
|
2019
Q3 | $37.1K | Hold |
600
| – | – | 0.03% | 165 |
|
|
2019
Q2 | $33.2K | Hold |
600
| – | – | 0.03% | 163 |
|
|
2019
Q1 | $31K | Hold |
600
| – | – | 0.03% | 154 |
|
|
2018
Q4 | $26.4K | Hold |
600
| – | – | 0.03% | 159 |
|
|
2018
Q3 | $26.2K | Hold |
600
| – | – | 0.02% | 156 |
|
|
2018
Q2 | $27.8K | Hold |
600
| – | – | 0.02% | 153 |
|
|
2018
Q1 | $26.8K | Hold |
600
| – | – | 0.02% | 151 |
|
|
2017
Q4 | $28.9K | Hold |
600
| – | – | 0.02% | 145 |
|
|
2017
Q3 | $29.5K | Buy |
+600
| New | +$29.5K | 0.02% | 139 |
|