Kays Financial Advisory’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $596K | Buy |
10,991
+41
| +0.4% | +$2.22K | 0.1% | 64 |
|
|
2020
Q2 | $568K | Sell |
10,950
-213
| -2% | -$11K | 0.1% | 63 |
|
|
2020
Q1 | $604K | Buy |
11,163
+32
| +0.3% | +$1.73K | 0.12% | 58 |
|
|
2019
Q4 | $709K | Sell |
11,131
-13,711
| -55% | -$873K | 0.12% | 62 |
|
|
2019
Q3 | $1.54M | Buy |
24,842
+9,976
| +67% | +$616K | 0.28% | 50 |
|
|
2019
Q2 | $822K | Buy |
14,866
+63
| +0.4% | +$3.48K | 0.15% | 61 |
|
|
2019
Q1 | $765K | Buy |
14,803
+7,065
| +91% | +$365K | 0.15% | 62 |
|
|
2018
Q4 | $340K | Buy |
+7,738
| New | +$340K | 0.08% | 83 |
|
|
2018
Q2 | – | Sell |
-5,873
| Closed | -$262K | – | 76 |
|
|
2018
Q1 | $262K | Sell |
5,873
-11,438
| -66% | -$510K | 0.06% | 67 |
|
|
2017
Q4 | $832K | Sell |
17,311
-144
| -0.8% | -$6.92K | 0.24% | 51 |
|
|
2017
Q3 | $858K | Buy |
17,455
+326
| +2% | +$16K | 0.27% | 50 |
|
|
2017
Q2 | $820K | Buy |
17,129
+668
| +4% | +$32K | 0.28% | 51 |
|
|
2017
Q1 | $820K | Buy |
16,461
+2,534
| +18% | +$126K | 0.29% | 49 |
|
|
2016
Q4 | $685K | Buy |
+13,927
| New | +$685K | 0.27% | 54 |
|
|
2016
Q2 | – | Sell |
-8,028
| Closed | -$415K | – | 64 |
|
|
2016
Q1 | $415K | Buy |
+8,028
| New | +$415K | 0.2% | 51 |
|
|
2015
Q1 | – | Sell |
-6,608
| Closed | -$325K | – | 65 |
|
|
2014
Q4 | $325K | Buy |
+6,608
| New | +$325K | 0.22% | 37 |
|