FormulaFolio Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.58M | Buy |
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|
2020
Q3 | $394K | Sell |
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|
2020
Q2 | $495K | Buy |
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|
2020
Q1 | $466K | Sell |
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|
2019
Q4 | $659K | Buy |
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|
2019
Q3 | $538K | Sell |
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|
2019
Q2 | $895K | Buy |
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|
2019
Q1 | $493K | Buy |
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|
2018
Q4 | $374K | Hold |
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|
2018
Q3 | $374K | Sell |
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|
2018
Q2 | $559K | Buy |
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|
2018
Q1 | $517K | Buy |
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|
2017
Q4 | $540K | Buy |
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|
2017
Q3 | $505K | Buy |
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|
2017
Q2 | $409K | Sell |
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|
2017
Q1 | $564K | Buy |
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|
2016
Q4 | $514K | Buy |
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|
2016
Q3 | $443K | Buy |
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|
2016
Q2 | $445K | Sell |
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|
2016
Q1 | $461K | Buy |
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|
2015
Q4 | $246K | Buy |
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|
2015
Q3 | $215K | Sell |
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|
2015
Q2 | $206K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $203K | Buy |
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