CSat Investment Advisory’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $13K | Buy |
|
|||||
|
2020
Q4 | $10K | Sell |
|
|||||
|
2020
Q3 | $221K | Sell |
|
|||||
|
2020
Q2 | $696K | Sell |
|
|||||
|
2020
Q1 | $766K | Buy |
|
|||||
|
2019
Q4 | $851K | Sell |
|
|||||
|
2019
Q3 | $890K | Sell |
|
|||||
|
2019
Q2 | $842K | Sell |
|
|||||
|
2019
Q1 | $940K | Sell |
|
|||||
|
2018
Q4 | $857K | Buy |
|
|||||
|
2018
Q3 | $767K | Buy |
|
|||||
|
2018
Q2 | $811K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $2.52M | Sell |
|
|||||
|
2013
Q4 | $3.38M | Sell |
|
|||||
|
2013
Q3 | $6.03M | Buy |
|
|||||
|
2013
Q2 | $4.82M | Buy |
|