GM Advisory Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,317
| Closed | -$206K | – | 215 |
|
|
2021
Q1 | $206K | Sell |
3,317
-475
| -13% | -$29.5K | 0.02% | 186 |
|
|
2020
Q4 | $233K | Hold |
3,792
| – | – | 0.03% | 153 |
|
|
2020
Q3 | $206K | Buy |
+3,792
| New | +$206K | 0.03% | 153 |
|
|
2020
Q2 | – | Sell |
-3,792
| Closed | -$205K | – | 187 |
|
|
2020
Q1 | $205K | Buy |
+3,792
| New | +$205K | 0.06% | 113 |
|
|
2019
Q4 | – | Sell |
-3,792
| Closed | -$234K | – | 121 |
|
|
2019
Q3 | $234K | Hold |
3,792
| – | – | 0.07% | 95 |
|
|
2019
Q2 | $210K | Buy |
+3,792
| New | +$210K | 0.07% | 103 |
|
|
2017
Q2 | – | Sell |
-4,047
| Closed | -$201K | – | 122 |
|
|
2017
Q1 | $201K | Sell |
4,047
-540
| -12% | -$26.8K | 0.07% | 99 |
|
|
2016
Q4 | $226K | Buy |
+4,587
| New | +$226K | 0.08% | 97 |
|