DIM
DC Investments Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-46,191
| Closed | -$2.5M | – | 89 |
|
|
2020
Q3 | $2.5M | Buy |
46,191
+39,788
| +621% | +$2.16M | 2.73% | 6 |
|
|
2020
Q2 | $332K | Sell |
6,403
-4,256
| -40% | -$221K | 0.12% | 157 |
|
|
2020
Q1 | $577K | Buy |
10,659
+760
| +8% | +$41.1K | 0.47% | 51 |
|
|
2019
Q4 | $631K | Sell |
9,899
-835
| -8% | -$53.2K | 0.48% | 37 |
|
|
2019
Q3 | $663K | Sell |
10,734
-710
| -6% | -$43.9K | 0.38% | 36 |
|
|
2019
Q2 | $633K | Sell |
11,444
-1,509
| -12% | -$83.5K | 0.35% | 58 |
|
|
2019
Q1 | $669K | Hold |
12,953
| – | – | 0.42% | 62 |
|
|
2018
Q4 | $569K | Buy |
12,953
+1,510
| +13% | +$66.3K | 0.46% | 81 |
|
|
2018
Q3 | $499K | Sell |
11,443
-290
| -2% | -$12.6K | 0.34% | 166 |
|
|
2018
Q2 | $543K | Buy |
11,733
+5,715
| +95% | +$264K | 0.35% | 134 |
|
|
2018
Q1 | $269K | Hold |
6,018
| – | – | 0.18% | 220 |
|
|
2017
Q4 | $289K | Buy |
+6,018
| New | +$289K | 0.12% | 239 |
|