Dixon Hubard Feinour & Brown’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.14M | Sell |
44,026
-3,131
| -7% | -$223K | 0.37% | 77 |
|
|
2022
Q1 | $3.42M | Sell |
47,157
-192
| -0.4% | -$13.9K | 0.34% | 82 |
|
|
2021
Q4 | $3.25M | Sell |
47,349
-161
| -0.3% | -$11K | 0.31% | 82 |
|
|
2021
Q3 | $2.94M | Sell |
47,510
-4,762
| -9% | -$295K | 0.62% | 40 |
|
|
2021
Q2 | $3.16M | Sell |
52,272
-56,300
| -52% | -$3.41M | 0.66% | 41 |
|
|
2021
Q1 | $6.31M | Buy |
108,572
+53,118
| +96% | +$3.09M | 0.78% | 37 |
|
|
2020
Q4 | $3.01M | Hold |
55,454
| – | – | 0.77% | 33 |
|
|
2020
Q3 | $3.01M | Sell |
55,454
-2,155
| -4% | -$117K | 0.77% | 33 |
|
|
2020
Q2 | $3.19M | Sell |
57,609
-2,757
| -5% | -$152K | 0.83% | 33 |
|
|
2020
Q1 | $3.27M | Sell |
60,366
-1,049
| -2% | -$56.8K | 1.11% | 29 |
|
|
2019
Q4 | $3.91M | Sell |
61,415
-1,200
| -2% | -$76.4K | 1.02% | 32 |
|
|
2019
Q3 | $3.87M | Buy |
62,615
+615
| +1% | +$38K | 1.07% | 31 |
|
|
2019
Q2 | $3.43M | Sell |
62,000
-554
| -0.9% | -$30.6K | 0.97% | 31 |
|
|
2019
Q1 | $3.23M | Buy |
62,554
+485
| +0.8% | +$25.1K | 0.97% | 32 |
|
|
2018
Q4 | $2.73M | Sell |
62,069
-770
| -1% | -$33.8K | 1.01% | 32 |
|
|
2018
Q3 | $2.74M | Sell |
62,839
-1,000
| -2% | -$43.6K | 0.76% | 39 |
|
|
2018
Q2 | $2.96M | Sell |
63,839
-837
| -1% | -$38.8K | 0.86% | 35 |
|
|
2018
Q1 | $2.89M | Buy |
64,676
+1,098
| +2% | +$49K | 0.81% | 37 |
|
|
2017
Q4 | $3.06M | Buy |
63,578
+2,255
| +4% | +$108K | 0.83% | 37 |
|
|
2017
Q3 | $3.01M | Sell |
61,323
-1,620
| -3% | -$79.6K | 0.87% | 35 |
|
|
2017
Q2 | $3.01M | Buy |
62,943
+190
| +0.3% | +$9.1K | 0.87% | 36 |
|
|
2017
Q1 | $3.12M | Buy |
62,753
+1,090
| +2% | +$54.3K | 0.93% | 34 |
|
|
2016
Q4 | $3.03M | Buy |
61,663
+5,125
| +9% | +$252K | 0.96% | 32 |
|
|
2016
Q3 | $2.9M | Sell |
56,538
-2,890
| -5% | -$148K | 0.9% | 36 |
|
|
2016
Q2 | $3.19M | Sell |
59,428
-195
| -0.3% | -$10.5K | 1.02% | 34 |
|
|
2016
Q1 | $2.99M | Buy |
59,623
+1,650
| +3% | +$82.7K | 0.98% | 35 |
|
|
2015
Q4 | $2.71M | Buy |
57,973
+3,770
| +7% | +$176K | 0.86% | 39 |
|
|
2015
Q3 | $2.42M | Buy |
54,203
+10,500
| +24% | +$469K | 0.89% | 38 |
|
|
2015
Q2 | $1.83M | Buy |
43,703
+1,042
| +2% | +$43.7K | 0.56% | 53 |
|
|
2015
Q1 | $1.89M | Buy |
42,661
+1,587
| +4% | +$70.3K | 0.56% | 52 |
|
|
2014
Q4 | $2.02M | Sell |
41,074
-27
| -0.1% | -$1.33K | 0.63% | 46 |
|
|
2014
Q3 | $1.79M | Buy |
41,101
+94
| +0.2% | +$4.1K | 0.59% | 49 |
|
|
2014
Q2 | $1.86M | Sell |
41,007
-1,250
| -3% | -$56.7K | 0.61% | 49 |
|
|
2014
Q1 | $1.86M | Sell |
42,257
-285
| -0.7% | -$12.5K | 0.64% | 48 |
|
|
2013
Q4 | $1.75M | Sell |
42,542
-1,557
| -4% | -$64K | 0.65% | 47 |
|
|
2013
Q3 | $1.82M | Sell |
44,099
-635
| -1% | -$26.1K | 0.77% | 44 |
|
|
2013
Q2 | $1.97M | Buy |
+44,734
| New | +$1.97M | 0.88% | 43 |
|