Centersquare Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,460
| Closed | -$151K | – | 99 |
|
|
2020
Q4 | $151K | Hold |
2,460
| – | – | ﹤0.01% | 93 |
|
|
2020
Q3 | $133K | Buy |
2,460
+230
| +10% | +$12.4K | ﹤0.01% | 93 |
|
|
2020
Q2 | $116K | Buy |
2,230
+450
| +25% | +$23.4K | ﹤0.01% | 88 |
|
|
2020
Q1 | $96K | Sell |
1,780
-600
| -25% | -$32.4K | ﹤0.01% | 98 |
|
|
2019
Q4 | $152K | Hold |
2,380
| – | – | ﹤0.01% | 116 |
|
|
2019
Q3 | $147K | Buy |
2,380
+250
| +12% | +$15.4K | ﹤0.01% | 80 |
|
|
2019
Q2 | $118K | Buy |
2,130
+1,100
| +107% | +$60.9K | ﹤0.01% | 84 |
|
|
2019
Q1 | $53K | Hold |
1,030
| – | – | ﹤0.01% | 92 |
|
|
2018
Q4 | $45K | Buy |
1,030
+450
| +78% | +$19.7K | ﹤0.01% | 90 |
|
|
2018
Q3 | $25K | Hold |
580
| – | – | ﹤0.01% | 100 |
|
|
2018
Q2 | $27K | Sell |
580
-220
| -28% | -$10.2K | ﹤0.01% | 102 |
|
|
2018
Q1 | $36K | Buy |
+800
| New | +$36K | ﹤0.01% | 90 |
|