Ladenburg Thalmann Financial Services’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$20.9M	Buy	332,717 +17,341	+5%	+$1.07M	0.13%	166
2019 Q3	$19.5M	Sell	315,376 -8,578	-3%	-$497K	0.13%	170
2019 Q2	$17.9M	Sell	323,954 -2,118	-0.6%	-$113K	0.13%	167
2019 Q1	$16.8M	Sell	326,072 -1,109	-0.3%	-$54.4K	0.13%	168
2018 Q4	$14.4M	Buy	327,181 +40,029	+14%	+$1.82M	0.13%	165
2018 Q3	$12.5M	Buy	287,152 +12,744	+5%	+$587K	0.1%	184
2018 Q2	$12.2M	Hold	274,408	–	–	0.11%	173
2018 Q1	$12.2M	Sell	274,408 -29,517	-10%	-$1.31M	0.11%	173
2017 Q4	$14.6M	Buy	303,925 +1,279	+0.4%	+$65.2K	0.14%	152
2017 Q3	$14.9M	Sell	302,646 -12,427	-4%	-$602K	0.16%	137
2017 Q2	$15.1M	Sell	315,073 -10,299	-3%	-$516K	0.18%	122
2017 Q1	$16.2M	Buy	325,372 +19,175	+6%	+$948K	0.21%	114
2016 Q4	$15M	Buy	306,197 +4,517	+1%	+$222K	0.21%	109
2016 Q3	$15.5M	Buy	301,680 +22,512	+8%	+$1.19M	0.23%	99
2016 Q2	$14.9M	Buy	279,168 +533	+0.2%	+$26.8K	0.24%	97
2016 Q1	$14.3M	Buy	278,635 +22,102	+9%	+$1.08M	0.25%	92
2015 Q4	$12M	Buy	256,533 +7,406	+3%	+$336K	0.22%	103
2015 Q3	$11.1M	Buy	249,127 +9,932	+4%	+$436K	0.23%	107
2015 Q2	$10.1M	Sell	239,195 -19,253	-7%	-$839K	0.19%	124
2015 Q1	$11.5M	Buy	258,448 +58,753	+29%	+$2.79M	0.22%	104
2014 Q4	$9.78M	Buy	199,695 +29,228	+17%	+$1.38M	0.22%	107
2014 Q3	$7.46M	Buy	170,467 +9,860	+6%	+$433K	0.2%	103
2014 Q2	$7.27M	Sell	160,607 -901	-0.6%	-$39.8K	0.2%	105
2014 Q1	$7.07M	Buy	161,508 +23,119	+17%	+$969K	0.21%	92
2013 Q4	$5.68M	Sell	138,389 -2,876	-2%	-$119K	0.18%	106
2013 Q3	$5.82M	Sell	141,265 -15,135	-10%	-$652K	0.2%	100
2013 Q2	$6.9M	Buy	+156,400	New	+$7.19M	0.25%	83