Global Financial Private Capital’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 | $5.16M | Buy |
99,564
+24,457
| +33% | +$1.27M | 0.32% | 84 |
|
|
2020
Q1 | $4.08M | Sell |
75,107
-25,481
| -25% | -$1.38M | 0.26% | 101 |
|
|
2019
Q4 | $6.41M | Sell |
100,588
-36,194
| -26% | -$2.31M | 0.32% | 86 |
|
|
2019
Q3 | $8.45M | Sell |
136,782
-57,801
| -30% | -$3.57M | 0.43% | 69 |
|
|
2019
Q2 | $10.8M | Sell |
194,583
-28,601
| -13% | -$1.58M | 0.52% | 62 |
|
|
2019
Q1 | $11.5M | Buy |
223,184
+20,744
| +10% | +$1.07M | 0.55% | 54 |
|
|
2018
Q4 | $8.89M | Sell |
202,440
-131,782
| -39% | -$5.79M | 0.48% | 63 |
|
|
2018
Q3 | $14.6M | Sell |
334,222
-42,558
| -11% | -$1.86M | 0.52% | 54 |
|
|
2018
Q2 | $17.4M | Sell |
376,780
-48,203
| -11% | -$2.23M | 0.59% | 52 |
|
|
2018
Q1 | $19M | Buy |
424,983
+113,742
| +37% | +$5.08M | 0.67% | 47 |
|
|
2017
Q4 | $15M | Sell |
311,241
-5,610
| -2% | -$270K | 0.51% | 56 |
|
|
2017
Q3 | $15.6M | Buy |
+316,851
| New | +$15.6M | 0.56% | 54 |
|
|
2017
Q2 | – | Sell |
-474,032
| Closed | -$23.6M | – | 237 |
|
|
2017
Q1 | $23.6M | Buy |
+474,032
| New | +$23.6M | 1.19% | 28 |
|