Kistler-Tiffany Companies’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $121K | Hold |
1,722
| – | – | 0.02% | 370 |
|
|
2023
Q1 | $120K | Hold |
1,722
| – | – | 0.02% | 325 |
|
|
2022
Q4 | $123K | Hold |
1,722
| – | – | 0.03% | 318 |
|
|
2022
Q3 | $117K | Hold |
1,722
| – | – | 0.03% | 261 |
|
|
2022
Q2 | $123K | Hold |
1,722
| – | – | 0.03% | 262 |
|
|
2022
Q1 | $125K | Buy |
1,722
+551
| +47% | +$40K | 0.02% | 269 |
|
|
2021
Q4 | $80K | Buy |
1,171
+166
| +17% | +$11.3K | 0.02% | 321 |
|
|
2021
Q3 | $62K | Hold |
1,005
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $61K | Buy |
1,005
+130
| +15% | +$7.89K | 0.01% | 335 |
|
|
2021
Q1 | $54K | Sell |
875
-680
| -44% | -$42K | 0.01% | 324 |
|
|
2020
Q4 | $96K | Hold |
1,555
| – | – | 0.03% | 231 |
|
|
2020
Q3 | $84K | Buy |
1,555
+285
| +22% | +$15.4K | 0.03% | 229 |
|
|
2020
Q2 | $66K | Sell |
1,270
-562
| -31% | -$29.2K | 0.02% | 239 |
|
|
2020
Q1 | $117K | Hold |
1,832
| – | – | 0.04% | 182 |
|
|
2019
Q4 | $117K | Sell |
1,832
-452
| -20% | -$28.9K | 0.04% | 188 |
|
|
2019
Q3 | $141K | Hold |
2,284
| – | – | 0.05% | 164 |
|
|
2019
Q2 | $126K | Hold |
2,284
| – | – | 0.05% | 169 |
|
|
2019
Q1 | $118K | Hold |
2,284
| – | – | 0.05% | 173 |
|
|
2018
Q4 | $100K | Sell |
2,284
-247
| -10% | -$10.8K | 0.05% | 174 |
|
|
2018
Q3 | $110K | Sell |
2,531
-296
| -10% | -$12.9K | 0.05% | 180 |
|
|
2018
Q2 | $131K | Sell |
2,827
-453
| -14% | -$21K | 0.06% | 165 |
|
|
2018
Q1 | $146K | Sell |
3,280
-17
| -0.5% | -$757 | 0.06% | 161 |
|
|
2017
Q4 | $159K | Buy |
3,297
+42
| +1% | +$2.03K | 0.06% | 160 |
|
|
2017
Q3 | $160K | Hold |
3,255
| – | – | 0.07% | 150 |
|
|
2017
Q2 | $156K | Hold |
3,255
| – | – | 0.07% | 142 |
|
|
2017
Q1 | $162K | Hold |
3,255
| – | – | 0.08% | 137 |
|
|
2016
Q4 | $160K | Sell |
3,255
-511
| -14% | -$25.1K | 0.08% | 139 |
|
|
2016
Q3 | $193K | Sell |
3,766
-150
| -4% | -$7.69K | 0.1% | 126 |
|
|
2016
Q2 | $210K | Buy |
3,916
+340
| +10% | +$18.2K | 0.11% | 117 |
|
|
2016
Q1 | $185K | Buy |
3,576
+338
| +10% | +$17.5K | 0.1% | 120 |
|
|
2015
Q4 | $152K | Sell |
3,238
-297
| -8% | -$13.9K | 0.08% | 147 |
|
|
2015
Q3 | $158K | Sell |
3,535
-744
| -17% | -$33.3K | 0.09% | 142 |
|
|
2015
Q2 | $179K | Buy |
4,279
+3,189
| +293% | +$133K | 0.11% | 135 |
|
|
2015
Q1 | $48K | Hold |
1,090
| – | – | 0.03% | 236 |
|
|
2014
Q4 | $54K | Sell |
1,090
-2,619
| -71% | -$130K | 0.04% | 232 |
|
|
2014
Q3 | $162K | Buy |
3,709
+2,619
| +240% | +$114K | 0.11% | 123 |
|
|
2014
Q2 | $49K | Hold |
1,090
| – | – | 0.04% | 236 |
|
|
2014
Q1 | $48K | Hold |
1,090
| – | – | 0.04% | 231 |
|
|
2013
Q4 | $45K | Hold |
1,090
| – | – | 0.03% | 241 |
|
|
2013
Q3 | $45K | Buy |
1,090
+381
| +54% | +$15.7K | 0.04% | 237 |
|
|
2013
Q2 | $31K | Buy |
+709
| New | +$31K | 0.03% | 276 |
|