Laurel Wealth Advisors (California)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.56M | Buy |
21,837
+504
| +2% | +$36K | 0.15% | 148 |
|
|
2022
Q3 | $1.45M | Sell |
21,333
-1,000
| -4% | -$68K | 0.15% | 148 |
|
|
2022
Q2 | $1.59M | Sell |
22,333
-63
| -0.3% | -$4.49K | 0.16% | 137 |
|
|
2022
Q1 | $1.62M | Sell |
22,396
-610
| -3% | -$44.2K | 0.13% | 166 |
|
|
2021
Q4 | $1.58M | Buy |
23,006
+4,760
| +26% | +$326K | 0.12% | 171 |
|
|
2021
Q3 | $1.13M | Sell |
18,246
-373
| -2% | -$23.1K | 0.21% | 116 |
|
|
2021
Q2 | $1.13M | Sell |
18,619
-616
| -3% | -$37.3K | 0.15% | 156 |
|
|
2021
Q1 | $1.2M | Sell |
19,235
-2,683
| -12% | -$167K | 0.18% | 133 |
|
|
2020
Q4 | $1.35M | Buy |
21,918
+811
| +4% | +$49.8K | 0.2% | 121 |
|
|
2020
Q3 | $1.14M | Sell |
21,107
-695
| -3% | -$37.7K | 0.19% | 125 |
|
|
2020
Q2 | $1.13M | Sell |
21,802
-1,144
| -5% | -$59.3K | 0.21% | 120 |
|
|
2020
Q1 | $1.24M | Sell |
22,946
-3,578
| -13% | -$194K | 0.29% | 96 |
|
|
2019
Q4 | $1.69M | Sell |
26,524
-3,165
| -11% | -$202K | 0.28% | 91 |
|
|
2019
Q3 | $1.83M | Buy |
29,689
+2,432
| +9% | +$150K | 0.31% | 78 |
|
|
2019
Q2 | $1.51M | Buy |
27,257
+17
| +0.1% | +$940 | 0.33% | 77 |
|
|
2019
Q1 | $1.41M | Buy |
27,240
+923
| +4% | +$47.7K | 0.35% | 78 |
|
|
2018
Q4 | $1.16M | Sell |
26,317
-2,082
| -7% | -$91.4K | 0.34% | 81 |
|
|
2018
Q3 | $1.24M | Buy |
28,399
+290
| +1% | +$12.6K | 0.3% | 89 |
|
|
2018
Q2 | $1.3M | Sell |
28,109
-285
| -1% | -$13.2K | 0.35% | 79 |
|
|
2018
Q1 | $1.27M | Sell |
28,394
-2,911
| -9% | -$130K | 0.39% | 68 |
|
|
2017
Q4 | $1.51M | Buy |
31,305
+2,750
| +10% | +$132K | 0.43% | 62 |
|
|
2017
Q3 | $1.4M | Sell |
28,555
-1,538
| -5% | -$75.6K | 0.47% | 61 |
|
|
2017
Q2 | $1.44M | Buy |
30,093
+48
| +0.2% | +$2.3K | 0.51% | 56 |
|
|
2017
Q1 | $1.5M | Buy |
30,045
+251
| +0.8% | +$12.5K | 0.58% | 49 |
|
|
2016
Q4 | $1.47M | Sell |
29,794
-619
| -2% | -$30.4K | 0.65% | 41 |
|
|
2016
Q3 | $1.56M | Buy |
30,413
+137
| +0.5% | +$7.03K | 0.74% | 34 |
|
|
2016
Q2 | $1.62M | Buy |
30,276
+11
| +0% | +$590 | 0.78% | 30 |
|
|
2016
Q1 | $1.57M | Sell |
30,265
-1,348
| -4% | -$69.7K | 0.79% | 32 |
|
|
2015
Q4 | $1.48M | Buy |
+31,613
| New | +$1.48M | 0.76% | 29 |
|