CSat Investment Advisory’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 | $13K | Buy |
217
+54
| +33% | +$3.24K | 0.01% | 431 |
|
|
2020
Q4 | $10K | Sell |
163
-3,909
| -96% | -$240K | 0.01% | 433 |
|
|
2020
Q3 | $221K | Sell |
4,072
-9,347
| -70% | -$507K | 0.02% | 256 |
|
|
2020
Q2 | $696K | Sell |
13,419
-731
| -5% | -$37.9K | 0.08% | 128 |
|
|
2020
Q1 | $766K | Buy |
14,150
+788
| +6% | +$42.7K | 0.16% | 85 |
|
|
2019
Q4 | $851K | Sell |
13,362
-1,054
| -7% | -$67.1K | 0.22% | 85 |
|
|
2019
Q3 | $890K | Sell |
14,416
-823
| -5% | -$50.8K | 0.28% | 69 |
|
|
2019
Q2 | $842K | Sell |
15,239
-2,947
| -16% | -$163K | 0.3% | 73 |
|
|
2019
Q1 | $940K | Sell |
18,186
-1,322
| -7% | -$68.3K | 0.48% | 55 |
|
|
2018
Q4 | $857K | Buy |
19,508
+1,920
| +11% | +$84.3K | 0.51% | 47 |
|
|
2018
Q3 | $767K | Buy |
17,588
+62
| +0.4% | +$2.7K | 0.44% | 63 |
|
|
2018
Q2 | $811K | Buy |
+17,526
| New | +$811K | 0.43% | 57 |
|
|
2014
Q2 | – | Sell |
-57,255
| Closed | -$2.52M | – | 32 |
|
|
2014
Q1 | $2.52M | Sell |
57,255
-24,855
| -30% | -$1.09M | 1.29% | 30 |
|
|
2013
Q4 | $3.38M | Sell |
82,110
-64,242
| -44% | -$2.64M | 1.33% | 27 |
|
|
2013
Q3 | $6.03M | Buy |
146,352
+37,104
| +34% | +$1.53M | 1.73% | 24 |
|
|
2013
Q2 | $4.82M | Buy |
+109,248
| New | +$4.82M | 1.72% | 26 |
|