MHIM
MacNealy Hoover Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $325K | Sell |
5,250
-400
| -7% | -$24.8K | 0.26% | 57 |
|
|
2019
Q2 | $312K | Sell |
5,650
-500
| -8% | -$27.6K | 0.24% | 60 |
|
|
2019
Q1 | $318K | Hold |
6,150
| – | – | 0.24% | 64 |
|
|
2018
Q4 | $270K | Hold |
6,150
| – | – | 0.23% | 63 |
|
|
2018
Q3 | $268K | Hold |
6,150
| – | – | 0.2% | 64 |
|
|
2018
Q2 | $285K | Sell |
6,150
-100
| -2% | -$4.63K | 0.22% | 64 |
|
|
2018
Q1 | $279K | Hold |
6,250
| – | – | 0.22% | 63 |
|
|
2017
Q4 | $301K | Sell |
6,250
-200
| -3% | -$9.63K | 0.22% | 66 |
|
|
2017
Q3 | $317K | Hold |
6,450
| – | – | 0.23% | 66 |
|
|
2017
Q2 | $309K | Sell |
6,450
-80
| -1% | -$3.83K | 0.23% | 69 |
|
|
2017
Q1 | $325K | Sell |
6,530
-200
| -3% | -$9.95K | 0.25% | 64 |
|
|
2016
Q4 | $331K | Sell |
6,730
-970
| -13% | -$47.7K | 0.25% | 64 |
|
|
2016
Q3 | $395K | Hold |
7,700
| – | – | 0.32% | 65 |
|
|
2016
Q2 | $413K | Sell |
7,700
-125
| -2% | -$6.71K | 0.33% | 67 |
|
|
2016
Q1 | $405K | Hold |
7,825
| – | – | 0.33% | 67 |
|
|
2015
Q4 | $366K | Hold |
7,825
| – | – | 0.31% | 70 |
|
|
2015
Q3 | $350K | Buy |
7,825
+120
| +2% | +$5.37K | 0.31% | 71 |
|
|
2015
Q2 | $323K | Hold |
7,705
| – | – | 0.26% | 75 |
|
|
2015
Q1 | $342K | Sell |
7,705
-275
| -3% | -$12.2K | 0.3% | 74 |
|
|
2014
Q4 | $391K | Sell |
7,980
-450
| -5% | -$22K | 0.33% | 71 |
|
|
2014
Q3 | $368K | Sell |
8,430
-300
| -3% | -$13.1K | 0.32% | 70 |
|
|
2014
Q2 | $396K | Sell |
8,730
-250
| -3% | -$11.3K | 0.35% | 67 |
|
|
2014
Q1 | $394K | Buy |
8,980
+100
| +1% | +$4.39K | 0.35% | 69 |
|
|
2013
Q4 | $365K | Buy |
+8,880
| New | +$365K | 0.34% | 69 |
|