Jackson Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-41,199
| Closed | -$1.96M | – | 92 |
|
|
2018
Q2 | $1.96M | Buy |
41,199
+2,109
| +5% | +$100K | 0.46% | 60 |
|
|
2018
Q1 | $1.75M | Sell |
39,090
-11,592
| -23% | -$519K | 0.49% | 58 |
|
|
2017
Q4 | $2.36M | Buy |
50,682
+238
| +0.5% | +$11.1K | 0.6% | 46 |
|
|
2017
Q3 | $2.53M | Buy |
50,444
+5,200
| +11% | +$261K | 0.69% | 34 |
|
|
2017
Q2 | $2.2M | Buy |
45,244
+9,298
| +26% | +$451K | 0.7% | 35 |
|
|
2017
Q1 | $1.79M | Buy |
35,946
+1,923
| +6% | +$95.5K | 0.65% | 38 |
|
|
2016
Q4 | $1.69M | Sell |
34,023
-22,328
| -40% | -$1.11M | 0.66% | 39 |
|
|
2016
Q3 | $2.88M | Buy |
56,351
+632
| +1% | +$32.3K | 1.09% | 22 |
|
|
2016
Q2 | $2.99M | Buy |
55,719
+646
| +1% | +$34.6K | 1.11% | 19 |
|
|
2016
Q1 | $2.79M | Sell |
55,073
-1,506
| -3% | -$76.3K | 1.08% | 22 |
|
|
2015
Q4 | $2.63M | Sell |
56,579
-1,255
| -2% | -$58.3K | 1.04% | 26 |
|
|
2015
Q3 | $2.59M | Sell |
57,834
-8,209
| -12% | -$367K | 0.93% | 29 |
|
|
2015
Q2 | $2.77M | Sell |
66,043
-11,219
| -15% | -$471K | 0.94% | 30 |
|
|
2015
Q1 | $3.42M | Sell |
77,262
-5,438
| -7% | -$241K | 1.1% | 26 |
|
|
2014
Q4 | $4.06M | Buy |
+82,700
| New | +$4.06M | 1.32% | 17 |
|