Donoghue Forlines’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 | – | Sell |
-25,088
| Closed | -$1.54M | – | 294 |
|
|
2020
Q4 | $1.54M | Buy |
+25,088
| New | +$1.54M | 0.3% | 72 |
|
|
2019
Q3 | – | Sell |
-45,772
| Closed | -$2.53M | – | 181 |
|
|
2019
Q2 | $2.53M | Buy |
+45,772
| New | +$2.53M | 0.3% | 105 |
|
|
2018
Q4 | – | Sell |
-313,377
| Closed | -$13.7M | – | 133 |
|
|
2018
Q3 | $13.7M | Sell |
313,377
-64,613
| -17% | -$2.82M | 1.07% | 35 |
|
|
2018
Q2 | $17.5M | Sell |
377,990
-30,914
| -8% | -$1.43M | 1.45% | 15 |
|
|
2018
Q1 | $18.3M | Buy |
408,904
+59,594
| +17% | +$2.66M | 1.58% | 13 |
|
|
2017
Q4 | $16.8M | Buy |
349,310
+27,439
| +9% | +$1.32M | 1.27% | 54 |
|
|
2017
Q3 | $15.8M | Buy |
321,871
+7,958
| +3% | +$391K | 1.67% | 44 |
|
|
2017
Q2 | $15M | Buy |
+313,913
| New | +$15M | 1.71% | 47 |
|