Intersect Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $560K | Sell |
7,851
-1,008
| -11% | -$71.9K | 0.17% | 130 |
|
|
2022
Q1 | $642K | Buy |
8,859
+451
| +5% | +$32.7K | 0.12% | 165 |
|
|
2021
Q4 | $577K | Sell |
8,408
-121
| -1% | -$8.3K | 0.11% | 175 |
|
|
2021
Q3 | $529K | Buy |
8,529
+281
| +3% | +$17.4K | 0.09% | 179 |
|
|
2021
Q2 | $499K | Buy |
8,248
+139
| +2% | +$8.41K | 0.09% | 183 |
|
|
2021
Q1 | $504K | Buy |
8,109
+219
| +3% | +$13.6K | 0.1% | 164 |
|
|
2020
Q4 | $485K | Buy |
7,890
+569
| +8% | +$35K | 0.11% | 141 |
|
|
2020
Q3 | $397K | Sell |
7,321
-121
| -2% | -$6.56K | 0.11% | 141 |
|
|
2020
Q2 | $386K | Buy |
7,442
+126
| +2% | +$6.54K | 0.12% | 116 |
|
|
2020
Q1 | $396K | Buy |
7,316
+311
| +4% | +$16.8K | 0.16% | 104 |
|
|
2019
Q4 | $446K | Buy |
7,005
+64
| +0.9% | +$4.08K | 0.15% | 109 |
|
|
2019
Q3 | $429K | Sell |
6,941
-432
| -6% | -$26.7K | 0.16% | 104 |
|
|
2019
Q2 | $408K | Buy |
7,373
+29
| +0.4% | +$1.61K | 0.16% | 105 |
|
|
2019
Q1 | $380K | Buy |
7,344
+254
| +4% | +$13.1K | 0.16% | 99 |
|
|
2018
Q4 | $311K | Sell |
7,090
-253
| -3% | -$11.1K | 0.15% | 98 |
|
|
2018
Q3 | $320K | Buy |
7,343
+32
| +0.4% | +$1.4K | 0.14% | 97 |
|
|
2018
Q2 | $339K | Buy |
7,311
+361
| +5% | +$16.7K | 0.16% | 93 |
|
|
2018
Q1 | $310K | Sell |
6,950
-494
| -7% | -$22K | 0.16% | 90 |
|
|
2017
Q4 | $358K | Sell |
7,444
-57
| -0.8% | -$2.74K | 0.19% | 88 |
|
|
2017
Q3 | $369K | Buy |
7,501
+23
| +0.3% | +$1.13K | 0.21% | 80 |
|
|
2017
Q2 | $358K | Buy |
7,478
+3,448
| +86% | +$165K | 0.21% | 80 |
|
|
2017
Q1 | $201K | Sell |
4,030
-2,839
| -41% | -$142K | 0.18% | 85 |
|
|
2016
Q4 | $338K | Buy |
6,869
+195
| +3% | +$9.6K | 0.25% | 75 |
|
|
2016
Q3 | $342K | Sell |
6,674
-542
| -8% | -$27.8K | 0.27% | 73 |
|
|
2016
Q2 | $387K | Buy |
7,216
+19
| +0.3% | +$1.02K | 0.23% | 78 |
|
|
2016
Q1 | $372K | Buy |
7,197
+221
| +3% | +$11.4K | 0.23% | 80 |
|
|
2015
Q4 | $326K | Buy |
6,976
+18
| +0.3% | +$841 | 0.28% | 71 |
|
|
2015
Q3 | $311K | Buy |
6,958
+1,168
| +20% | +$52.2K | 0.29% | 70 |
|
|
2015
Q2 | $243K | Buy |
5,790
+1,064
| +23% | +$44.7K | 0.21% | 81 |
|
|
2015
Q1 | $209K | Buy |
4,726
+15
| +0.3% | +$663 | 0.16% | 91 |
|
|
2014
Q4 | $231K | Buy |
+4,711
| New | +$231K | 0.19% | 80 |
|