LifePlan Financial Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $94K | Hold |
1,741
| – | – | 0.04% | 187 |
|
|
2020
Q2 | $90K | Hold |
1,741
| – | – | 0.04% | 189 |
|
|
2020
Q1 | $94K | Hold |
1,741
| – | – | 0.05% | 170 |
|
|
2019
Q4 | $111K | Hold |
1,741
| – | – | 0.05% | 174 |
|
|
2019
Q3 | $108K | Hold |
1,741
| – | – | 0.05% | 174 |
|
|
2019
Q2 | $96K | Hold |
1,741
| – | – | 0.05% | 186 |
|
|
2019
Q1 | $90K | Hold |
1,741
| – | – | 0.05% | 190 |
|
|
2018
Q4 | $76K | Hold |
1,741
| – | – | 0.05% | 197 |
|
|
2018
Q3 | $76K | Hold |
1,741
| – | – | 0.04% | 206 |
|
|
2018
Q2 | $81K | Hold |
1,741
| – | – | 0.05% | 194 |
|
|
2018
Q1 | $78K | Buy |
+1,741
| New | +$78K | 0.05% | 188 |
|
|
2014
Q2 | – | Sell |
-1,741
| Closed | -$76K | – | 195 |
|
|
2014
Q1 | $76K | Hold |
1,741
| – | – | 0.06% | 97 |
|
|
2013
Q4 | $72K | Hold |
1,741
| – | – | 0.05% | 95 |
|
|
2013
Q3 | $72K | Hold |
1,741
| – | – | 0.06% | 87 |
|
|
2013
Q2 | $77K | Buy |
+1,741
| New | +$77K | 0.09% | 61 |
|