Frontier Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $943K | Buy |
18,193
+230
| +1% | +$11.9K | 0.06% | 105 |
|
|
2020
Q1 | $973K | Sell |
17,963
-538
| -3% | -$29.1K | 0.07% | 91 |
|
|
2019
Q4 | $1.18M | Buy |
18,501
+3,991
| +28% | +$254K | 0.07% | 102 |
|
|
2019
Q3 | $896K | Sell |
14,510
-1,662
| -10% | -$103K | 0.06% | 115 |
|
|
2019
Q2 | $894K | Buy |
16,172
+5,700
| +54% | +$315K | 0.06% | 111 |
|
|
2019
Q1 | $541K | Sell |
10,472
-1,087
| -9% | -$56.2K | 0.03% | 152 |
|
|
2018
Q4 | $508K | Sell |
11,559
-400
| -3% | -$17.6K | 0.04% | 147 |
|
|
2018
Q3 | $521K | Sell |
11,959
-832
| -7% | -$36.2K | 0.04% | 159 |
|
|
2018
Q2 | $592K | Sell |
12,791
-1,200
| -9% | -$55.5K | 0.05% | 148 |
|
|
2018
Q1 | $625K | Hold |
13,991
| – | – | 0.05% | 134 |
|
|
2017
Q4 | $673K | Buy |
13,991
+500
| +4% | +$24.1K | 0.06% | 138 |
|
|
2017
Q3 | $663K | Hold |
13,491
| – | – | 0.05% | 137 |
|
|
2017
Q2 | $646K | Buy |
13,491
+974
| +8% | +$46.6K | 0.06% | 139 |
|
|
2017
Q1 | $618K | Buy |
12,517
+5,619
| +81% | +$277K | 0.06% | 120 |
|
|
2016
Q4 | $318K | Buy |
6,898
+5
| +0.1% | +$231 | 0.03% | 150 |
|
|
2016
Q3 | $3.54M | Sell |
6,893
-942
| -12% | -$483K | 0.03% | 144 |
|
|
2016
Q2 | $420K | Sell |
7,835
-2,012
| -20% | -$108K | 0.05% | 136 |
|
|
2016
Q1 | $473K | Buy |
9,847
+1,359
| +16% | +$65.3K | 0.06% | 120 |
|
|
2015
Q4 | $397K | Buy |
8,488
+1,716
| +25% | +$80.3K | 0.06% | 117 |
|
|
2015
Q3 | $267K | Buy |
6,772
+800
| +13% | +$31.5K | 0.04% | 130 |
|
|
2015
Q2 | $250K | Sell |
5,972
-118
| -2% | -$4.94K | 0.03% | 147 |
|
|
2015
Q1 | $270K | Buy |
6,090
+500
| +9% | +$22.2K | 0.04% | 144 |
|
|
2014
Q4 | $216K | Buy |
+5,590
| New | +$216K | 0.04% | 140 |
|