Lincoln National Corp’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-53,900
| Closed | -$3.87M | – | 969 |
|
|
2024
Q1 | $3.87M | Buy |
53,900
+2,767
| +5% | +$191K | 0.06% | 195 |
|
|
2023
Q4 | $3.59M | Buy |
51,133
+581
| +1% | +$39.9K | 0.06% | 188 |
|
|
2023
Q3 | $3.27M | Sell |
50,552
-25
| -0% | -$1.74K | 0.07% | 174 |
|
|
2023
Q2 | $3.55M | Buy |
50,577
+2,755
| +6% | +$198K | 0.07% | 172 |
|
|
2023
Q1 | $3.33M | Sell |
47,822
-1,507
| -3% | -$101K | 0.07% | 169 |
|
|
2022
Q4 | $3.52M | Buy |
49,329
+1,498
| +3% | +$100K | 0.08% | 148 |
|
|
2022
Q3 | $3.25M | Buy |
47,831
+1,578
| +3% | +$120K | 0.08% | 137 |
|
|
2022
Q2 | $3.3M | Buy |
46,253
+1,706
| +4% | +$125K | 0.08% | 140 |
|
|
2022
Q1 | $3.23M | Buy |
44,547
+804
| +2% | +$54.5K | 0.07% | 150 |
|
|
2021
Q4 | $3M | Buy |
43,743
+3,799
| +10% | +$242K | 0.06% | 161 |
|
|
2021
Q3 | $2.48M | Sell |
39,944
-2,279
| -5% | -$147K | 0.05% | 179 |
|
|
2021
Q2 | $2.55M | Sell |
42,223
-2,013
| -5% | -$129K | 0.05% | 178 |
|
|
2021
Q1 | $2.75M | Sell |
44,236
-23
| -0.1% | -$1.38K | 0.07% | 159 |
|
|
2020
Q4 | $2.72M | Buy |
44,259
+76
| +0.2% | +$4.57K | 0.07% | 143 |
|
|
2020
Q3 | $2.4M | Sell |
44,183
-3,737
| -8% | -$200K | 0.07% | 148 |
|
|
2020
Q2 | $2.48M | Sell |
47,920
-1,658
| -3% | -$92.2K | 0.08% | 137 |
|
|
2020
Q1 | $2.68M | Buy |
49,578
+4,562
| +10% | +$289K | 0.1% | 106 |
|
|
2019
Q4 | $2.87M | Buy |
45,016
+5,311
| +13% | +$329K | 0.09% | 116 |
|
|
2019
Q3 | $2.45M | Buy |
39,705
+1,104
| +3% | +$64K | 0.09% | 112 |
|
|
2019
Q2 | $2.13M | Buy |
38,601
+4,880
| +14% | +$261K | 0.08% | 115 |
|
|
2019
Q1 | $1.74M | Buy |
33,721
+1,572
| +5% | +$77K | 0.07% | 130 |
|
|
2018
Q4 | $1.41M | Sell |
32,149
-400
| -1% | -$18.2K | 0.06% | 130 |
|
|
2018
Q3 | $1.42M | Buy |
32,549
+1,691
| +5% | +$77.9K | 0.05% | 137 |
|
|
2018
Q2 | $1.43M | Sell |
30,858
-1,062
| -3% | -$47.5K | 0.05% | 127 |
|
|
2018
Q1 | $1.43M | Sell |
31,920
-25,364
| -44% | -$1.13M | 0.05% | 119 |
|
|
2017
Q4 | $2.75M | Buy |
57,284
+27,731
| +94% | +$1.41M | 0.08% | 122 |
|
|
2017
Q3 | $1.45M | Sell |
29,553
-958
| -3% | -$46.4K | 0.06% | 108 |
|
|
2017
Q2 | $1.46M | Buy |
30,511
+1,126
| +4% | +$56.5K | 0.07% | 93 |
|
|
2017
Q1 | $1.46M | Buy |
29,385
+178
| +0.6% | +$8.8K | 0.08% | 91 |
|
|
2016
Q4 | $1.44M | Buy |
29,207
+1,297
| +5% | +$63.7K | 0.08% | 102 |
|
|
2016
Q3 | $1.43M | Buy |
27,910
+8,317
| +42% | +$438K | 0.08% | 94 |
|
|
2016
Q2 | $1.05M | Buy |
19,593
+396
| +2% | +$19.9K | 0.06% | 114 |
|
|
2016
Q1 | $993K | Buy |
19,197
+14,475
| +307% | +$705K | 0.07% | 107 |
|
|
2015
Q4 | $220K | Buy |
4,722
+193
| +4% | +$8.75K | 0.02% | 179 |
|
|
2015
Q3 | $202K | Buy |
+4,529
| New | +$199K | 0.02% | 168 |
|
Other funds holding SO
