HL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $7.22M | Buy |
139,650
+627
| +0.5% | +$32.4K | 0.11% | 115 |
|
|
2018
Q4 | $6.11M | Sell |
139,023
-7,374
| -5% | -$324K | 0.11% | 121 |
|
|
2018
Q3 | $6.38M | Buy |
146,397
+2,508
| +2% | +$109K | 0.1% | 127 |
|
|
2018
Q2 | $6.66M | Sell |
143,889
-11,383
| -7% | -$527K | 0.12% | 112 |
|
|
2018
Q1 | $6.93M | Sell |
155,272
-26,636
| -15% | -$1.19M | 0.12% | 104 |
|
|
2017
Q4 | $8.75M | Sell |
181,908
-6,891
| -4% | -$331K | 0.17% | 76 |
|
|
2017
Q3 | $9.28M | Sell |
188,799
-11,847
| -6% | -$582K | 0.18% | 76 |
|
|
2017
Q2 | $9.61M | Buy |
200,646
+1,152
| +0.6% | +$55.2K | 0.19% | 69 |
|
|
2017
Q1 | $9.93M | Sell |
199,494
-4,581
| -2% | -$228K | 0.2% | 64 |
|
|
2016
Q4 | $10M | Sell |
204,075
-7,816
| -4% | -$384K | 0.22% | 63 |
|
|
2016
Q3 | $10.9M | Sell |
211,891
-60,711
| -22% | -$3.11M | 0.25% | 58 |
|
|
2016
Q2 | $14.6M | Sell |
272,602
-13,692
| -5% | -$734K | 0.35% | 49 |
|
|
2016
Q1 | $14.8M | Sell |
286,294
-10,081
| -3% | -$521K | 0.36% | 48 |
|
|
2015
Q4 | $13.9M | Sell |
296,375
-8,862
| -3% | -$415K | 0.35% | 50 |
|
|
2015
Q3 | $13.6M | Buy |
305,237
+11,769
| +4% | +$526K | 0.38% | 47 |
|
|
2015
Q2 | $12.3M | Buy |
293,468
+4,685
| +2% | +$196K | 0.33% | 52 |
|
|
2015
Q1 | $12.8M | Sell |
288,783
-12,312
| -4% | -$545K | 0.34% | 52 |
|
|
2014
Q4 | $14.8M | Sell |
301,095
-10,963
| -4% | -$538K | 0.4% | 47 |
|
|
2014
Q3 | $13.6M | Buy |
312,058
+2,467
| +0.8% | +$108K | 0.4% | 48 |
|
|
2014
Q2 | $14M | Buy |
309,591
+6,295
| +2% | +$286K | 0.41% | 49 |
|
|
2014
Q1 | $13.3M | Buy |
303,296
+11,429
| +4% | +$502K | 0.4% | 51 |
|
|
2013
Q4 | $12M | Buy |
291,867
+6,016
| +2% | +$247K | 0.36% | 53 |
|
|
2013
Q3 | $11.8M | Buy |
285,851
+888
| +0.3% | +$36.6K | 0.41% | 52 |
|
|
2013
Q2 | $12.6M | Buy |
+284,963
| New | +$12.6M | 0.46% | 49 |
|