Intersect Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $560K | Sell |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $529K | Buy |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $397K | Sell |
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|
2020
Q2 | $386K | Buy |
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|
2020
Q1 | $396K | Buy |
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|
2019
Q4 | $446K | Buy |
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|
2019
Q3 | $429K | Sell |
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|
2019
Q2 | $408K | Buy |
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|
2019
Q1 | $380K | Buy |
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|
2018
Q4 | $311K | Sell |
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|
2018
Q3 | $320K | Buy |
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|
2018
Q2 | $339K | Buy |
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|
2018
Q1 | $310K | Sell |
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|
2017
Q4 | $358K | Sell |
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|
2017
Q3 | $369K | Buy |
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|
2017
Q2 | $358K | Buy |
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|
2017
Q1 | $201K | Sell |
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|
2016
Q4 | $338K | Buy |
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|
2016
Q3 | $342K | Sell |
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|
2016
Q2 | $387K | Buy |
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|
2016
Q1 | $372K | Buy |
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|
2015
Q4 | $326K | Buy |
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|
2015
Q3 | $311K | Buy |
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|
2015
Q2 | $243K | Buy |
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|
2015
Q1 | $209K | Buy |
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|
2014
Q4 | $231K | Buy |
|