Frontier Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $467K | Sell |
6,547
-89
| -1% | -$6.54K | 0.03% | 249 |
|
|
2022
Q1 | $501K | Buy |
6,636
+1
| +0% | +$68 | 0.01% | 246 |
|
|
2021
Q4 | $455K | Buy |
6,635
+1
| +0% | +$64 | 0.03% | 275 |
|
|
2021
Q3 | $411K | Sell |
6,634
-89
| -1% | -$5.73K | 0.03% | 289 |
|
|
2021
Q2 | $407K | Buy |
6,723
+1
| +0% | +$64 | 0.03% | 288 |
|
|
2021
Q1 | $418K | Sell |
6,722
-99
| -1% | -$5.93K | 0.03% | 264 |
|
|
2020
Q4 | $419K | Buy |
6,821
+1
| +0% | +$60 | 0.03% | 254 |
|
|
2020
Q3 | $370K | Buy |
6,820
+2
| +0% | +$107 | 0.03% | 254 |
|
|
2020
Q2 | $354K | Buy |
6,818
+1
| +0% | +$56 | 0.03% | 253 |
|
|
2020
Q1 | $369K | Buy |
6,817
+751
| +12% | +$47.6K | 0.06% | 200 |
|
|
2019
Q4 | $386K | Sell |
6,066
-3,449
| -36% | -$214K | 0.06% | 207 |
|
|
2019
Q3 | $588K | Buy |
9,515
+1,001
| +12% | +$58K | 0.09% | 173 |
|
|
2019
Q2 | $471K | Buy |
8,514
+1
| +0% | +$54 | 0.07% | 199 |
|
|
2019
Q1 | $440K | Buy |
8,513
+1
| +0% | +$49 | 0.06% | 237 |
|
|
2018
Q4 | $374K | Buy |
8,512
+2
| +0% | +$91 | 0.06% | 238 |
|
|
2018
Q3 | $371K | Buy |
8,510
+911
| +12% | +$42K | 0.04% | 269 |
|
|
2018
Q2 | $352K | Sell |
7,599
-198
| -3% | -$8.86K | 0.05% | 267 |
|
|
2018
Q1 | $348K | Buy |
7,797
+1,360
| +21% | +$60.4K | 0.05% | 279 |
|
|
2017
Q4 | $310K | Sell |
6,437
-1,879
| -23% | -$95.7K | 0.05% | 264 |
|
|
2017
Q3 | $409K | Buy |
8,316
+1
| +0% | +$48 | 0.06% | 257 |
|
|
2017
Q2 | $398K | Buy |
8,315
+1
| +0% | +$50 | 0.06% | 257 |
|
|
2017
Q1 | $414K | Sell |
8,314
-209
| -2% | -$10.3K | 0.06% | 255 |
|
|
2016
Q4 | $419K | Buy |
8,523
+1
| +0% | +$49 | 0.07% | 242 |
|
|
2016
Q3 | $437K | Buy |
8,522
+191
| +2% | +$10.1K | 0.07% | 220 |
|
|
2016
Q2 | $447K | Hold |
8,331
| – | – | 0.07% | 219 |
|
|
2016
Q1 | $431K | Hold |
8,331
| – | – | 0.04% | 210 |
|
|
2015
Q4 | $390K | Hold |
8,331
| – | – | 0.06% | 223 |
|
|
2015
Q3 | $372K | Buy |
8,331
+1,688
| +25% | +$74.1K | 0.06% | 232 |
|
|
2015
Q2 | $278K | Buy |
6,643
+172
| +3% | +$7.49K | 0.04% | 271 |
|
|
2015
Q1 | $287K | Sell |
6,471
-4,820
| -43% | -$229K | 0.05% | 234 |
|
|
2014
Q4 | $555K | Buy |
+11,291
| New | +$533K | 0.1% | 133 |
|
Other funds holding SO
