Horan Capital Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-350
| Closed | -$19K | – | 247 |
|
|
2020
Q3 | $19K | Buy |
+350
| New | +$19K | 0.01% | 217 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$22K | – | 226 |
|
|
2019
Q4 | $22K | Hold |
350
| – | – | 0.01% | 193 |
|
|
2019
Q3 | $22K | Buy |
+350
| New | +$22K | 0.01% | 196 |
|
|
2019
Q2 | – | Sell |
-350
| Closed | -$18K | – | 218 |
|
|
2019
Q1 | $18K | Buy |
+350
| New | +$18K | 0.01% | 200 |
|