Lodestar Investment Counsel’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
Q2 | $270K | Hold |
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|
2019
Q1 | $252K | Hold |
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|
2018
Q4 | $215K | Hold |
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|
2018
Q3 | $213K | Hold |
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|
2018
Q2 | $226K | Hold |
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|
2018
Q1 | $218K | Sell |
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|
2017
Q4 | $730K | Sell |
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|
2017
Q3 | $1.11M | Sell |
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|
2017
Q2 | $1.1M | Sell |
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|
2017
Q1 | $4.02M | Sell |
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|
2016
Q4 | $5.57M | Sell |
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|
2016
Q3 | $5.96M | Sell |
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|
2016
Q2 | $6.33M | Sell |
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|
2016
Q1 | $6.15M | Sell |
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|
2015
Q4 | $5.66M | Buy |
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|
2015
Q3 | $5.39M | Hold |
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|
2015
Q2 | $5.05M | Sell |
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|
2015
Q1 | $5.57M | Sell |
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|
2014
Q4 | $7.51M | Sell |
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|
2014
Q3 | $6.72M | Buy |
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|
2014
Q2 | $6.96M | Buy |
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|
2014
Q1 | $6.67M | Buy |
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|
2013
Q4 | $6.2M | Buy |
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|
2013
Q3 | $5.91M | Buy |
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|
2013
Q2 | $5.96M | Buy |
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