JPMPWA
J.P. Morgan Private Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.48M | Sell |
115,536
-10,580
| -8% | -$685K | 0.02% | 422 |
|
|
2023
Q2 | $8.86M | Sell |
126,116
-71,178
| -36% | -$5M | 0.05% | 246 |
|
|
2023
Q1 | $13.7M | Sell |
197,294
-577,540
| -75% | -$40.2M | 0.03% | 371 |
|
|
2022
Q4 | $55.3M | Sell |
774,834
-97,207
| -11% | -$6.94M | 0.12% | 171 |
|
|
2022
Q3 | $59.3M | Buy |
872,041
+76,382
| +10% | +$5.19M | 0.16% | 148 |
|
|
2022
Q2 | $56.7M | Buy |
795,659
+712,443
| +856% | +$50.8M | 0.15% | 157 |
|
|
2022
Q1 | $6.03M | Buy |
83,216
+1,909
| +2% | +$138K | 0.01% | 564 |
|
|
2021
Q4 | $5.58M | Buy |
81,307
+2,079
| +3% | +$143K | 0.01% | 581 |
|
|
2021
Q3 | $4.91M | Buy |
79,228
+3,956
| +5% | +$245K | 0.01% | 601 |
|
|
2021
Q2 | $4.56M | Buy |
75,272
+8,811
| +13% | +$533K | 0.01% | 618 |
|
|
2021
Q1 | $4.13M | Sell |
66,461
-5,736
| -8% | -$357K | 0.01% | 559 |
|
|
2020
Q4 | $4.44M | Buy |
72,197
+6,791
| +10% | +$417K | 0.01% | 515 |
|
|
2020
Q3 | $3.55M | Sell |
65,406
-3,420
| -5% | -$185K | 0.01% | 514 |
|
|
2020
Q2 | $3.57M | Buy |
68,826
+1,232
| +2% | +$63.9K | 0.02% | 441 |
|
|
2020
Q1 | $3.66M | Sell |
67,594
-5,046
| -7% | -$273K | 0.02% | 412 |
|
|
2019
Q4 | $4.63M | Buy |
72,640
+2,437
| +3% | +$155K | 0.02% | 440 |
|
|
2019
Q3 | $4.34M | Buy |
70,203
+180
| +0.3% | +$11.1K | 0.02% | 429 |
|
|
2019
Q2 | $3.87M | Sell |
70,023
-4,987
| -7% | -$276K | 0.02% | 444 |
|
|
2019
Q1 | $3.88M | Buy |
75,010
+1,186
| +2% | +$61.3K | 0.02% | 461 |
|
|
2018
Q4 | $3.24M | Sell |
73,824
-3,055
| -4% | -$134K | 0.02% | 459 |
|
|
2018
Q3 | $3.35M | Buy |
76,879
+7,029
| +10% | +$306K | 0.02% | 514 |
|
|
2018
Q2 | $3.24M | Buy |
69,850
+27,725
| +66% | +$1.28M | 0.02% | 500 |
|
|
2018
Q1 | $1.88M | Buy |
42,125
+1,532
| +4% | +$68.4K | 0.01% | 498 |
|
|
2017
Q4 | $1.95M | Buy |
40,593
+1,556
| +4% | +$74.8K | 0.01% | 484 |
|
|
2017
Q3 | $1.92M | Sell |
39,037
-5,480
| -12% | -$269K | 0.01% | 479 |
|
|
2017
Q2 | $2.13M | Sell |
44,517
-7,730
| -15% | -$370K | 0.02% | 446 |
|
|
2017
Q1 | $2.6M | Sell |
52,247
-6,723
| -11% | -$335K | 0.02% | 424 |
|
|
2016
Q4 | $2.9M | Buy |
58,970
+17,212
| +41% | +$846K | 0.03% | 369 |
|
|
2016
Q3 | $2.14M | Buy |
41,758
+1,293
| +3% | +$66.3K | 0.02% | 421 |
|
|
2016
Q2 | $2.17M | Sell |
40,465
-6,123
| -13% | -$329K | 0.02% | 423 |
|
|
2016
Q1 | $2.41M | Buy |
46,588
+5,339
| +13% | +$276K | 0.02% | 366 |
|
|
2015
Q4 | $1.93M | Sell |
41,249
-472
| -1% | -$22.1K | 0.02% | 376 |
|
|
2015
Q3 | $1.87M | Sell |
41,721
-348,689
| -89% | -$15.6M | 0.02% | 343 |
|
|
2015
Q2 | $16.4M | Sell |
390,410
-679
| -0.2% | -$28.5K | 0.19% | 135 |
|
|
2015
Q1 | $17.3M | Buy |
391,089
+343,565
| +723% | +$15.2M | 0.2% | 125 |
|
|
2014
Q4 | $2.34M | Sell |
47,524
-4,328
| -8% | -$213K | 0.03% | 355 |
|
|
2014
Q3 | $2.26M | Buy |
51,852
+11,384
| +28% | +$497K | 0.03% | 350 |
|
|
2014
Q2 | $1.84M | Sell |
40,468
-5,496
| -12% | -$249K | 0.03% | 307 |
|
|
2014
Q1 | $2.02M | Buy |
45,964
+998
| +2% | +$43.8K | 0.04% | 281 |
|
|
2013
Q4 | $1.85M | Sell |
44,966
-3,610
| -7% | -$148K | 0.04% | 259 |
|
|
2013
Q3 | $2M | Buy |
48,576
+7,854
| +19% | +$323K | 0.05% | 244 |
|
|
2013
Q2 | $1.8M | Buy |
+40,722
| New | +$1.8M | 0.04% | 254 |
|