Horizon Investment Services’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
-9,868
Closed -$535K 112
2020
Q3
$535K Sell
9,868
-776
-7% -$42.1K 0.36% 60
2020
Q2
$552K Buy
10,644
+343
+3% +$17.8K 0.38% 62
2020
Q1
$558K Buy
10,301
+1,558
+18% +$84.4K 0.5% 54
2019
Q4
$557K Buy
+8,743
New +$557K 0.37% 65