Harel Insurance Investments & Financial Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,223
| Closed | -$154K | – | 737 |
|
|
2022
Q3 | $154K | Buy |
+2,223
| New | +$154K | ﹤0.01% | 325 |
|
|
2021
Q3 | – | Sell |
-2,348
| Closed | -$463K | – | 786 |
|
|
2021
Q2 | $463K | Sell |
2,348
-1,161
| -33% | -$229K | 0.01% | 474 |
|
|
2021
Q1 | $729K | Buy |
3,509
+120
| +4% | +$24.9K | 0.01% | 431 |
|
|
2020
Q4 | $635K | Buy |
3,389
+244
| +8% | +$45.7K | 0.02% | 327 |
|
|
2020
Q3 | $171K | Buy |
+3,145
| New | +$171K | 0.01% | 324 |
|
|
2020
Q2 | – | Sell |
-1,676
| Closed | -$91K | – | 581 |
|
|
2020
Q1 | $91K | Buy |
1,676
+585
| +54% | +$31.8K | ﹤0.01% | 221 |
|
|
2019
Q4 | $69K | Sell |
1,091
-6,009
| -85% | -$380K | ﹤0.01% | 332 |
|
|
2019
Q3 | $439K | Buy |
7,100
+6,680
| +1,590% | +$413K | 0.03% | 123 |
|
|
2019
Q2 | $23K | Buy |
420
+23
| +6% | +$1.26K | ﹤0.01% | 376 |
|
|
2019
Q1 | $21K | Sell |
397
-78
| -16% | -$4.13K | ﹤0.01% | 363 |
|
|
2018
Q4 | $21K | Buy |
475
+111
| +30% | +$4.91K | ﹤0.01% | 380 |
|
|
2018
Q3 | $16K | Hold |
364
| – | – | ﹤0.01% | 433 |
|
|
2018
Q2 | $17K | Hold |
364
| – | – | ﹤0.01% | 405 |
|
|
2018
Q1 | $16K | Hold |
364
| – | – | ﹤0.01% | 400 |
|
|
2017
Q4 | $18K | Sell |
364
-1,000
| -73% | -$49.5K | ﹤0.01% | 405 |
|
|
2017
Q3 | $67K | Buy |
1,364
+1,000
| +275% | +$49.1K | 0.01% | 267 |
|
|
2017
Q2 | $17K | Hold |
364
| – | – | ﹤0.01% | 361 |
|
|
2017
Q1 | $18K | Hold |
364
| – | – | ﹤0.01% | 329 |
|
|
2016
Q4 | $18K | Hold |
364
| – | – | ﹤0.01% | 261 |
|
|
2016
Q3 | $18K | Hold |
364
| – | – | ﹤0.01% | 320 |
|
|
2016
Q2 | $20K | Hold |
364
| – | – | ﹤0.01% | 458 |
|
|
2016
Q1 | $19K | Buy |
+364
| New | +$19K | ﹤0.01% | 286 |
|