Cornerstone Advisors (Washington)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $153K | Sell |
2,822
-354
| -11% | -$19.2K | 0.02% | 131 |
|
|
2020
Q2 | $165K | Buy |
3,176
+534
| +20% | +$27.7K | 0.02% | 116 |
|
|
2020
Q1 | $143K | Buy |
2,642
+849
| +47% | +$46K | 0.02% | 111 |
|
|
2019
Q4 | $114K | Buy |
1,793
+66
| +4% | +$4.2K | 0.01% | 146 |
|
|
2019
Q3 | $107K | Buy |
1,727
+162
| +10% | +$10K | 0.01% | 137 |
|
|
2019
Q2 | $87K | Buy |
1,565
+213
| +16% | +$11.8K | 0.01% | 280 |
|
|
2019
Q1 | $70K | Buy |
1,352
+370
| +38% | +$19.2K | 0.01% | 286 |
|
|
2018
Q4 | $43K | Buy |
982
+116
| +13% | +$5.08K | 0.01% | 331 |
|
|
2018
Q3 | $38K | Buy |
866
+72
| +9% | +$3.16K | 0.02% | 379 |
|
|
2018
Q2 | $37K | Buy |
794
+403
| +103% | +$18.8K | 0.03% | 376 |
|
|
2018
Q1 | $17K | Sell |
391
-197
| -34% | -$8.57K | 0.01% | 529 |
|
|
2017
Q4 | $28K | Sell |
588
-63
| -10% | -$3K | 0.02% | 412 |
|
|
2017
Q3 | $32K | Sell |
651
-395
| -38% | -$19.4K | 0.02% | 371 |
|
|
2017
Q2 | $50K | Buy |
1,046
+243
| +30% | +$11.6K | 0.03% | 279 |
|
|
2017
Q1 | $40K | Hold |
803
| – | – | 0.02% | 315 |
|
|
2016
Q4 | $39K | Buy |
803
+527
| +191% | +$25.6K | 0.03% | 312 |
|
|
2016
Q3 | $14K | Hold |
276
| – | – | 0.01% | 558 |
|
|
2016
Q2 | $15K | Hold |
276
| – | – | 0.02% | 342 |
|
|
2016
Q1 | $14K | Buy |
276
+146
| +112% | +$7.41K | 0.01% | 350 |
|
|
2015
Q4 | $6K | Hold |
130
| – | – | 0.01% | 530 |
|
|
2015
Q3 | $6K | Sell |
130
-171
| -57% | -$7.89K | 0.01% | 532 |
|
|
2015
Q2 | $13K | Hold |
301
| – | – | 0.01% | 302 |
|
|
2015
Q1 | $13K | Buy |
301
+54
| +22% | +$2.33K | 0.01% | 334 |
|
|
2014
Q4 | $12K | Buy |
247
+172
| +229% | +$8.36K | 0.01% | 299 |
|
|
2014
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 350 |
|
|
2014
Q2 | $3K | Buy |
75
+37
| +97% | +$1.48K | ﹤0.01% | 387 |
|
|
2014
Q1 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 400 |
|