Kays Financial Advisory’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $596K | Buy |
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|
2020
Q2 | $568K | Sell |
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|
2020
Q1 | $604K | Buy |
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|
2019
Q4 | $709K | Sell |
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|
2019
Q3 | $1.53M | Buy |
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|
2019
Q2 | $822K | Buy |
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|
2019
Q1 | $765K | Buy |
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|
2018
Q4 | $340K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $262K | Sell |
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|
2017
Q4 | $832K | Sell |
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|
2017
Q3 | $858K | Buy |
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|
2017
Q2 | $820K | Buy |
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|
2017
Q1 | $820K | Buy |
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|
2016
Q4 | $685K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $415K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $325K | Buy |
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