Howard Capital Management (New York)’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 | $534K | Hold |
8,698
| – | – | 0.06% | 63 |
|
|
2020
Q3 | $472K | Hold |
8,698
| – | – | 0.06% | 63 |
|
|
2020
Q2 | $451K | Buy |
8,698
+92
| +1% | +$4.77K | 0.06% | 76 |
|
|
2020
Q1 | $466K | Buy |
8,606
+78
| +0.9% | +$4.22K | 0.08% | 68 |
|
|
2019
Q4 | $543K | Buy |
8,528
+81
| +1% | +$5.16K | 0.07% | 77 |
|
|
2019
Q3 | $522K | Buy |
8,447
+83
| +1% | +$5.13K | 0.07% | 78 |
|
|
2019
Q2 | $462K | Buy |
8,364
+92
| +1% | +$5.08K | 0.06% | 83 |
|
|
2019
Q1 | $427K | Buy |
8,272
+95
| +1% | +$4.9K | 0.06% | 83 |
|
|
2018
Q4 | $359K | Buy |
8,177
+98
| +1% | +$4.3K | 0.06% | 85 |
|
|
2018
Q3 | $352K | Buy |
8,079
+105
| +1% | +$4.58K | 0.05% | 90 |
|
|
2018
Q2 | $369K | Buy |
7,974
+103
| +1% | +$4.77K | 0.05% | 86 |
|
|
2018
Q1 | $352K | Buy |
7,871
+29
| +0.4% | +$1.3K | 0.05% | 88 |
|
|
2017
Q4 | $377K | Buy |
7,842
+84
| +1% | +$4.04K | 0.06% | 87 |
|
|
2017
Q3 | $381K | Buy |
7,758
+88
| +1% | +$4.32K | 0.06% | 86 |
|
|
2017
Q2 | $367K | Buy |
7,670
+83
| +1% | +$3.97K | 0.06% | 87 |
|
|
2017
Q1 | $378K | Buy |
7,587
+79
| +1% | +$3.94K | 0.06% | 82 |
|
|
2016
Q4 | $369K | Buy |
7,508
+86
| +1% | +$4.23K | 0.07% | 78 |
|
|
2016
Q3 | $381K | Buy |
7,422
+76
| +1% | +$3.9K | 0.07% | 78 |
|
|
2016
Q2 | $394K | Buy |
7,346
+79
| +1% | +$4.24K | 0.08% | 74 |
|
|
2016
Q1 | $376K | Buy |
7,267
+77
| +1% | +$3.98K | 0.07% | 75 |
|
|
2015
Q4 | $336K | Buy |
7,190
+82
| +1% | +$3.83K | 0.07% | 77 |
|
|
2015
Q3 | $318K | Buy |
7,108
+85
| +1% | +$3.8K | 0.06% | 79 |
|
|
2015
Q2 | $294K | Buy |
7,023
+84
| +1% | +$3.52K | 0.06% | 81 |
|
|
2015
Q1 | $307K | Buy |
6,939
+76
| +1% | +$3.36K | 0.06% | 81 |
|
|
2014
Q4 | $337K | Buy |
6,863
+70
| +1% | +$3.44K | 0.06% | 81 |
|
|
2014
Q3 | $296K | Buy |
6,793
+76
| +1% | +$3.31K | 0.06% | 84 |
|
|
2014
Q2 | $305K | Buy |
6,717
+76
| +1% | +$3.45K | 0.06% | 85 |
|
|
2014
Q1 | $292K | Buy |
6,641
+74
| +1% | +$3.25K | 0.06% | 85 |
|
|
2013
Q4 | $270K | Buy |
6,567
+77
| +1% | +$3.17K | 0.06% | 87 |
|
|
2013
Q3 | $267K | Sell |
6,490
-3,926
| -38% | -$162K | 0.07% | 77 |
|
|
2013
Q2 | $460K | Buy |
+10,416
| New | +$460K | 0.12% | 66 |
|