JP Morgan Private Wealth Advisors’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
Q3 | $7.48M | Sell |
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|
2023
Q2 | $8.86M | Sell |
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|
2023
Q1 | $13.7M | Sell |
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|
2022
Q4 | $55.3M | Sell |
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|
2022
Q3 | $59.3M | Buy |
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|
2022
Q2 | $56.7M | Buy |
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|
2022
Q1 | $6.03M | Buy |
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|
2021
Q4 | $5.58M | Buy |
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|
2021
Q3 | $4.91M | Buy |
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|
2021
Q2 | $4.55M | Buy |
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|
2021
Q1 | $4.13M | Sell |
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|
2020
Q4 | $4.43M | Buy |
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|
2020
Q3 | $3.55M | Sell |
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|
2020
Q2 | $3.57M | Buy |
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|
2020
Q1 | $3.66M | Sell |
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|
2019
Q4 | $4.63M | Buy |
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|
2019
Q3 | $4.34M | Buy |
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|
2019
Q2 | $3.87M | Sell |
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|
2019
Q1 | $3.88M | Buy |
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|
2018
Q4 | $3.24M | Sell |
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|
2018
Q3 | $3.35M | Buy |
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|
2018
Q2 | $3.23M | Buy |
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|
2018
Q1 | $1.88M | Buy |
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|
2017
Q4 | $1.95M | Buy |
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|
2017
Q3 | $1.92M | Sell |
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|
2017
Q2 | $2.13M | Sell |
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|
2017
Q1 | $2.6M | Sell |
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|
2016
Q4 | $2.9M | Buy |
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|
2016
Q3 | $2.14M | Buy |
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|
2016
Q2 | $2.17M | Sell |
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|
2016
Q1 | $2.41M | Buy |
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|
2015
Q4 | $1.93M | Sell |
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|
2015
Q3 | $1.86M | Sell |
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|
2015
Q2 | $16.4M | Sell |
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|
2015
Q1 | $17.3M | Buy |
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|
2014
Q4 | $2.33M | Sell |
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|
2014
Q3 | $2.26M | Buy |
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|
2014
Q2 | $1.84M | Sell |
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|
2014
Q1 | $2.02M | Buy |
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|
2013
Q4 | $1.85M | Sell |
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|
2013
Q3 | $2M | Buy |
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|
2013
Q2 | $1.8M | Buy |
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