Mariner Independent Advisor Network’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $886K | Buy |
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|
2021
Q4 | $727K | Sell |
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|
2021
Q3 | $716K | Sell |
|
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $892K | Sell |
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|
2020
Q2 | $1.05M | Buy |
|
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|
2020
Q1 | $713K | Sell |
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|
2019
Q4 | $2.6M | Buy |
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|
2019
Q3 | $2.52M | Buy |
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|
2019
Q2 | $2.2M | Buy |
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|
2019
Q1 | $1.95M | Sell |
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|
2018
Q4 | $1.86M | Buy |
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|
2018
Q3 | $1.63M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $575K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $626K | Buy |
|