CIM
Contravisory Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-85,711
| Closed | -$6.12M | – | 360 |
|
|
2022
Q4 | $6.12M | Buy |
85,711
+1,670
| +2% | +$119K | 1.7% | 32 |
|
|
2022
Q3 | $5.72M | Buy |
84,041
+222
| +0.3% | +$15.1K | 1.91% | 20 |
|
|
2022
Q2 | $5.98M | Buy |
+83,819
| New | +$5.98M | 1.94% | 23 |
|
|
2020
Q3 | – | Sell |
-80,117
| Closed | -$4.5M | – | 276 |
|
|
2020
Q2 | $4.5M | Buy |
+80,117
| New | +$4.5M | 1.66% | 34 |
|
|
2018
Q1 | – | Sell |
-7
| Closed | – | – | 443 |
|
|
2017
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 517 |
|
|
2016
Q3 | – | Sell |
-47
| Closed | -$3K | – | 319 |
|
|
2016
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 149 |
|
|
2016
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 180 |
|