Guardian Life Insurance’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,088
| Closed | -$197K | – | 400 |
|
|
2019
Q4 | $197K | Buy |
3,088
+29
| +0.9% | +$1.85K | 0.05% | 100 |
|
|
2019
Q3 | $189K | Buy |
3,059
+63
| +2% | +$3.89K | 0.03% | 109 |
|
|
2019
Q2 | $166K | Buy |
2,996
+13
| +0.4% | +$720 | 0.02% | 118 |
|
|
2019
Q1 | $154K | Buy |
2,983
+111
| +4% | +$5.73K | 0.02% | 122 |
|
|
2018
Q4 | $126K | Buy |
2,872
+11
| +0.4% | +$483 | 0.02% | 129 |
|
|
2018
Q3 | $125K | Buy |
2,861
+66
| +2% | +$2.88K | 0.02% | 149 |
|
|
2018
Q2 | $129K | Buy |
2,795
+481
| +21% | +$22.2K | 0.02% | 133 |
|
|
2018
Q1 | $103K | Sell |
2,314
-925
| -29% | -$41.2K | 0.02% | 137 |
|
|
2017
Q4 | $156K | Buy |
3,239
+966
| +42% | +$46.5K | 0.03% | 137 |
|
|
2017
Q3 | $112K | Buy |
2,273
+23
| +1% | +$1.13K | 0.02% | 126 |
|
|
2017
Q2 | $108K | Sell |
2,250
-1,578
| -41% | -$75.7K | 0.02% | 121 |
|
|
2017
Q1 | $191K | Buy |
3,828
+73
| +2% | +$3.64K | 0.03% | 118 |
|
|
2016
Q4 | $185K | Buy |
3,755
+246
| +7% | +$12.1K | 0.03% | 126 |
|
|
2016
Q3 | $180K | Buy |
3,509
+86
| +3% | +$4.41K | 0.02% | 152 |
|
|
2016
Q2 | $184K | Buy |
3,423
+61
| +2% | +$3.28K | 0.01% | 173 |
|
|
2016
Q1 | $174K | Sell |
3,362
-951
| -22% | -$49.2K | 0.02% | 169 |
|
|
2015
Q4 | $202K | Sell |
4,313
-998
| -19% | -$46.7K | 0.02% | 172 |
|
|
2015
Q3 | $237K | Buy |
5,311
+1,332
| +33% | +$59.4K | 0.02% | 173 |
|
|
2015
Q2 | $167K | Hold |
3,979
| – | – | 0.01% | 197 |
|
|
2015
Q1 | $176K | Sell |
3,979
-1,149
| -22% | -$50.8K | 0.02% | 191 |
|
|
2014
Q4 | $252K | Buy |
5,128
+34
| +0.7% | +$1.67K | 0.03% | 181 |
|
|
2014
Q3 | $222K | Buy |
5,094
+57
| +1% | +$2.48K | 0.02% | 187 |
|
|
2014
Q2 | $229K | Buy |
5,037
+74
| +1% | +$3.36K | 0.02% | 177 |
|
|
2014
Q1 | $218K | Buy |
4,963
+31
| +0.6% | +$1.36K | 0.02% | 187 |
|
|
2013
Q4 | $203K | Sell |
4,932
-5,569
| -53% | -$229K | 0.02% | 196 |
|
|
2013
Q3 | $432K | Buy |
10,501
+46
| +0.4% | +$1.89K | 0.04% | 178 |
|
|
2013
Q2 | $461K | Buy |
+10,455
| New | +$461K | 0.04% | 168 |
|