Kings Point Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | $241K | Buy |
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|
2019
Q4 | $157K | Sell |
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|
2019
Q3 | $329K | Hold |
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|
2019
Q2 | $294K | Buy |
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|
2019
Q1 | $127K | Sell |
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|
2018
Q4 | $148K | Buy |
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|
2018
Q3 | $107K | Hold |
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|
2018
Q2 | $114K | Hold |
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|
2018
Q1 | $110K | Sell |
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|
2017
Q4 | $160K | Sell |
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|
2017
Q3 | $166K | Sell |
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|
2017
Q2 | $237K | Buy |
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|
2017
Q1 | $223K | Hold |
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|
2016
Q4 | $221K | Hold |
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|
2016
Q3 | $230K | Hold |
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|
2016
Q2 | $241K | Buy |
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|
2016
Q1 | $179K | Hold |
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|
2015
Q4 | $162K | Sell |
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|
2015
Q3 | $208K | Buy |
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|
2015
Q2 | $145K | Hold |
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|
2015
Q1 | $153K | Hold |
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|
2014
Q4 | $170K | Sell |
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|
2014
Q3 | $155K | Sell |
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|
2014
Q2 | $167K | Buy |
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|
2014
Q1 | $158K | Hold |
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|
2013
Q4 | $147K | Sell |
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|
2013
Q3 | $192K | Hold |
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|
2013
Q2 | $206K | Buy |
|