FANJ
Financial Architects (New Jersey)’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $307K | Sell |
4,363
-1,051
| -19% | -$73.8K | 0.05% | 256 |
|
|
2023
Q1 | $377K | Sell |
5,414
-1,770
| -25% | -$123K | 0.06% | 236 |
|
|
2022
Q4 | $513K | Buy |
7,184
+3,238
| +82% | +$231K | 0.09% | 209 |
|
|
2022
Q3 | $268K | Buy |
+3,946
| New | +$268K | 0.05% | 264 |
|
|
2022
Q2 | – | Sell |
-4,078
| Closed | -$296K | – | 247 |
|
|
2022
Q1 | $296K | Buy |
+4,078
| New | +$296K | 0.04% | 267 |
|
|
2021
Q1 | – | Sell |
-3,775
| Closed | -$232K | – | 344 |
|
|
2020
Q4 | $232K | Sell |
3,775
-4,346
| -54% | -$267K | 0.04% | 266 |
|
|
2020
Q3 | $440K | Buy |
8,121
+1,104
| +16% | +$59.8K | 0.1% | 162 |
|
|
2020
Q2 | $364K | Sell |
7,017
-8,377
| -54% | -$435K | 0.08% | 166 |
|
|
2020
Q1 | $833K | Sell |
15,394
-2,086
| -12% | -$113K | 0.23% | 89 |
|
|
2019
Q4 | $1.11M | Sell |
17,480
-1,332
| -7% | -$84.8K | 0.24% | 86 |
|
|
2019
Q3 | $1.16M | Sell |
18,812
-244
| -1% | -$15.1K | 0.27% | 82 |
|
|
2019
Q2 | $1.05M | Sell |
19,056
-416
| -2% | -$23K | 0.2% | 96 |
|
|
2019
Q1 | $1.01M | Buy |
19,472
+1,548
| +9% | +$80K | 0.17% | 104 |
|
|
2018
Q4 | $787K | Buy |
17,924
+1,877
| +12% | +$82.4K | 0.15% | 113 |
|
|
2018
Q3 | $700K | Buy |
16,047
+12,267
| +325% | +$535K | 0.11% | 125 |
|
|
2018
Q2 | $175K | Sell |
3,780
-1,415
| -27% | -$65.5K | 0.03% | 296 |
|
|
2018
Q1 | $232K | Sell |
5,195
-22
| -0.4% | -$982 | 0.05% | 263 |
|
|
2017
Q4 | $251K | Sell |
5,217
-593
| -10% | -$28.5K | 0.04% | 266 |
|
|
2017
Q3 | $285K | Buy |
5,810
+107
| +2% | +$5.25K | 0.05% | 232 |
|
|
2017
Q2 | $273K | Sell |
5,703
-529
| -8% | -$25.3K | 0.05% | 228 |
|
|
2017
Q1 | $310K | Sell |
6,232
-1,443
| -19% | -$71.8K | 0.05% | 197 |
|
|
2016
Q4 | $378K | Sell |
7,675
-8,945
| -54% | -$441K | 0.09% | 168 |
|
|
2016
Q3 | $852K | Sell |
16,620
-583
| -3% | -$29.9K | 0.23% | 89 |
|
|
2016
Q2 | $923K | Buy |
17,203
+1,569
| +10% | +$84.2K | 0.26% | 81 |
|
|
2016
Q1 | $809K | Buy |
15,634
+10,652
| +214% | +$551K | 0.29% | 77 |
|
|
2015
Q4 | $233K | Sell |
4,982
-117
| -2% | -$5.47K | 0.09% | 186 |
|
|
2015
Q3 | $228K | Buy |
5,099
+439
| +9% | +$19.6K | 0.1% | 178 |
|
|
2015
Q2 | $195K | Sell |
4,660
-259
| -5% | -$10.8K | 0.07% | 193 |
|
|
2015
Q1 | $218K | Sell |
4,919
-124
| -2% | -$5.5K | 0.08% | 180 |
|
|
2014
Q4 | $248K | Buy |
5,043
+145
| +3% | +$7.13K | 0.11% | 144 |
|
|
2014
Q3 | $214K | Buy |
4,898
+3
| +0.1% | +$131 | 0.1% | 141 |
|
|
2014
Q2 | $222K | Sell |
4,895
-109
| -2% | -$4.94K | 0.11% | 139 |
|
|
2014
Q1 | $220K | Sell |
5,004
-1,124
| -18% | -$49.4K | 0.13% | 136 |
|
|
2013
Q4 | $252K | Sell |
6,128
-247
| -4% | -$10.2K | 0.15% | 128 |
|
|
2013
Q3 | $262K | Buy |
6,375
+892
| +16% | +$36.7K | 0.17% | 108 |
|
|
2013
Q2 | $241K | Buy |
+5,483
| New | +$241K | 0.18% | 100 |
|