Integrated Investment Consultants’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,404
| Closed | -$217K | – | 186 |
|
|
2019
Q4 | $217K | Sell |
3,404
-600
| -15% | -$38.2K | 0.09% | 158 |
|
|
2019
Q3 | $247K | Hold |
4,004
| – | – | 0.13% | 122 |
|
|
2019
Q2 | $221K | Sell |
4,004
-200
| -5% | -$11K | 0.11% | 131 |
|
|
2019
Q1 | $217K | Buy |
+4,204
| New | +$217K | 0.12% | 129 |
|
|
2018
Q2 | – | Sell |
-4,546
| Closed | -$203K | – | 616 |
|
|
2018
Q1 | $203K | Buy |
+4,546
| New | +$203K | 0.08% | 181 |
|
|
2017
Q3 | $104K | Hold |
2,120
| – | – | 0.05% | 293 |
|
|
2017
Q2 | $102K | Hold |
2,120
| – | – | 0.05% | 288 |
|
|
2017
Q1 | $106K | Hold |
2,120
| – | – | 0.05% | 276 |
|
|
2016
Q4 | $104K | Buy |
2,120
+1,000
| +89% | +$49.1K | 0.05% | 264 |
|
|
2016
Q3 | $57K | Hold |
1,120
| – | – | 0.03% | 372 |
|
|
2016
Q2 | $60K | Hold |
1,120
| – | – | 0.03% | 373 |
|
|
2016
Q1 | $57K | Buy |
+1,120
| New | +$57K | 0.03% | 339 |
|