Investment Management of Virginia’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $478K | Sell |
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|
2022
Q3 | $458K | Hold |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $497K | Buy |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $271K | Hold |
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|
2020
Q2 | $260K | Sell |
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|
2020
Q1 | $278K | Hold |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $366K | Hold |
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|
2019
Q2 | $328K | Sell |
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|
2019
Q1 | $612K | Buy |
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|
2018
Q4 | $267K | Sell |
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|
2018
Q3 | $267K | Sell |
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|
2018
Q2 | $307K | Hold |
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|
2018
Q1 | $296K | Buy |
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|
2017
Q4 | $316K | Hold |
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|
2017
Q3 | $323K | Hold |
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|
2017
Q2 | $315K | Hold |
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|
2017
Q1 | $327K | Sell |
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|
2016
Q4 | $328K | Sell |
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|
2016
Q3 | $353K | Sell |
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|
2016
Q2 | $398K | Sell |
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|
2016
Q1 | $389K | Sell |
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|
2015
Q4 | $399K | Hold |
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|
2015
Q3 | $381K | Buy |
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|
2015
Q2 | $329K | Sell |
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|
2015
Q1 | $370K | Hold |
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|
2014
Q4 | $410K | Hold |
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|
2014
Q3 | $364K | Sell |
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|
2014
Q2 | $412K | Sell |
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|
2014
Q1 | $401K | Sell |
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|
2013
Q4 | $407K | Hold |
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|
2013
Q3 | $408K | Hold |
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|
2013
Q2 | $437K | Buy |
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