Kings Point Capital Management’s Southern Company SO Stock Holding History

Kings Point Capital Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$351K	Hold	4,847	–	–	0.03%	152
2021 Q4	$332K	Buy	4,847 +387	+9%	+$26.5K	0.03%	172
2021 Q3	$276K	Hold	4,460	–	–	0.02%	173
2021 Q2	$270K	Hold	4,460	–	–	0.02%	181
2021 Q1	$277K	Sell	4,460 -54	-1%	-$3.35K	0.03%	163
2020 Q4	$277K	Buy	4,514 +4	+0.1%	+$245	0.03%	158
2020 Q3	$245K	Hold	4,510	–	–	0.03%	155
2020 Q2	$234K	Buy	4,510 +50	+1%	+$2.59K	0.03%	151
2020 Q1	$241K	Buy	4,460 +2,000	+81%	+$108K	0.04%	143
2019 Q4	$157K	Sell	2,460 -2,860	-54%	-$183K	0.02%	193
2019 Q3	$329K	Hold	5,320	–	–	0.06%	141
2019 Q2	$294K	Buy	5,320 +2,860	+116%	+$158K	0.05%	132
2019 Q1	$127K	Sell	2,460 -900	-27%	-$46.5K	0.03%	162
2018 Q4	$148K	Buy	3,360 +900	+37%	+$39.6K	0.03%	138
2018 Q3	$107K	Hold	2,460	–	–	0.02%	181
2018 Q2	$114K	Hold	2,460	–	–	0.02%	174
2018 Q1	$110K	Sell	2,460 -865	-26%	-$38.7K	0.02%	173
2017 Q4	$160K	Sell	3,325 -60	-2%	-$2.89K	0.03%	156
2017 Q3	$166K	Sell	3,385 -1,575	-32%	-$77.2K	0.04%	150
2017 Q2	$237K	Buy	4,960 +475	+11%	+$22.7K	0.06%	133
2017 Q1	$223K	Hold	4,485	–	–	0.05%	130
2016 Q4	$221K	Hold	4,485	–	–	0.05%	126
2016 Q3	$230K	Hold	4,485	–	–	0.06%	111
2016 Q2	$241K	Buy	4,485 +1,025	+30%	+$55.1K	0.06%	110
2016 Q1	$179K	Hold	3,460	–	–	0.05%	117
2015 Q4	$162K	Sell	3,460 -1,200	-26%	-$56.2K	0.04%	124
2015 Q3	$208K	Buy	4,660 +1,200	+35%	+$53.6K	0.05%	124
2015 Q2	$145K	Hold	3,460	–	–	0.04%	145
2015 Q1	$153K	Hold	3,460	–	–	0.04%	141
2014 Q4	$170K	Sell	3,460 -100	-3%	-$4.91K	0.05%	121
2014 Q3	$155K	Sell	3,560 -125	-3%	-$5.44K	0.05%	119
2014 Q2	$167K	Buy	3,685 +100	+3%	+$4.53K	0.05%	111
2014 Q1	$158K	Hold	3,585	–	–	0.05%	107
2013 Q4	$147K	Sell	3,585 -1,075	-23%	-$44.1K	0.05%	107
2013 Q3	$192K	Hold	4,660	–	–	0.07%	96
2013 Q2	$206K	Buy	+4,660	New	+$206K	0.08%	97