First National Bank Sioux Falls’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,362
| Closed | -$235K | – | 55 |
|
|
2018
Q4 | $235K | Buy |
+5,362
| New | +$235K | 0.91% | 44 |
|
|
2016
Q4 | – | Sell |
-825
| Closed | -$42K | – | 184 |
|
|
2016
Q3 | $42K | Hold |
825
| – | – | 0.11% | 128 |
|
|
2016
Q2 | $44K | Hold |
825
| – | – | 0.14% | 110 |
|
|
2016
Q1 | $43K | Sell |
825
-500
| -38% | -$26.1K | 0.14% | 107 |
|
|
2015
Q4 | $62K | Hold |
1,325
| – | – | 0.2% | 89 |
|
|
2015
Q3 | $59K | Hold |
1,325
| – | – | 0.19% | 93 |
|
|
2015
Q2 | $56K | Hold |
1,325
| – | – | 0.17% | 96 |
|
|
2015
Q1 | $59K | Hold |
1,325
| – | – | 0.17% | 96 |
|
|
2014
Q4 | $65K | Hold |
1,325
| – | – | 0.18% | 95 |
|
|
2014
Q3 | $58K | Hold |
1,325
| – | – | 0.16% | 101 |
|
|
2014
Q2 | $60K | Hold |
1,325
| – | – | 0.15% | 101 |
|
|
2014
Q1 | $58K | Hold |
1,325
| – | – | 0.16% | 99 |
|
|
2013
Q4 | $54K | Hold |
1,325
| – | – | 0.14% | 101 |
|
|
2013
Q3 | $55K | Hold |
1,325
| – | – | 0.16% | 98 |
|
|
2013
Q2 | $58K | Buy |
+1,325
| New | +$58K | 0.17% | 92 |
|