First Allied Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $4.5M | Buy |
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2020
Q2 | $3.14M | Buy |
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2020
Q1 | $2.87M | Sell |
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2019
Q4 | $3.44M | Sell |
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2019
Q3 | $3.59M | Sell |
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2019
Q2 | $3.38M | Sell |
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2019
Q1 | $3.19M | Buy |
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2018
Q4 | $2.43M | Sell |
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2018
Q3 | $2.6M | Buy |
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2018
Q2 | $2.4M | Sell |
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2018
Q1 | $7.03M | Buy |
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2017
Q4 | $7.12M | Buy |
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2017
Q3 | $7.17M | Sell |
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2017
Q2 | $7.02M | Buy |
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2017
Q1 | $7.19M | Sell |
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2016
Q4 | $7.21M | Buy |
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2016
Q3 | $7.32M | Buy |
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2016
Q2 | $7.68M | Sell |
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2016
Q1 | $7.81M | Sell |
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2015
Q4 | $7.35M | Sell |
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2015
Q3 | $7.04M | Sell |
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2015
Q2 | $7.53M | Buy |
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2015
Q1 | $2.35M | Buy |
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2014
Q4 | $2.43M | Buy |
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2014
Q3 | $1.74M | Sell |
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2014
Q2 | $2.62M | Sell |
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2014
Q1 | $2.73M | Sell |
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2013
Q4 | $2.74M | Buy |
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2013
Q3 | $2.32M | Sell |
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2013
Q2 | $2.65M | Buy |
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