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 |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $419K | Buy |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $369K | Buy |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $588K | Buy |
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|
2019
Q2 | $471K | Buy |
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|
2019
Q1 | $440K | Buy |
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|
2018
Q4 | $374K | Buy |
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|
2018
Q3 | $371K | Buy |
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|
2018
Q2 | $352K | Sell |
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|
2018
Q1 | $348K | Buy |
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|
2017
Q4 | $310K | Sell |
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|
2017
Q3 | $409K | Buy |
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|
2017
Q2 | $398K | Buy |
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|
2017
Q1 | $414K | Sell |
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|
2016
Q4 | $419K | Buy |
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|
2016
Q3 | $437K | Buy |
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|
2016
Q2 | $447K | Hold |
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|
2016
Q1 | $431K | Hold |
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|
2015
Q4 | $390K | Hold |
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|
2015
Q3 | $372K | Buy |
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|
2015
Q2 | $278K | Buy |
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|
2015
Q1 | $287K | Sell |
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|
2014
Q4 | $555K | Buy |
|