Mariner Independent Advisor Network’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.38M | Buy |
20,292
+842
| +4% | +$57.3K | 0.06% | 315 |
|
|
2022
Q2 | $1.39M | Buy |
19,450
+7,213
| +59% | +$514K | 0.06% | 311 |
|
|
2022
Q1 | $886K | Buy |
12,237
+1,618
| +15% | +$117K | 0.03% | 371 |
|
|
2021
Q4 | $727K | Sell |
10,619
-983
| -8% | -$67.3K | 0.03% | 366 |
|
|
2021
Q3 | $716K | Sell |
11,602
-7,381
| -39% | -$456K | 0.04% | 363 |
|
|
2021
Q2 | $1.15M | Buy |
18,983
+1,481
| +8% | +$89.6K | 0.05% | 323 |
|
|
2021
Q1 | $1.09M | Sell |
17,502
-206
| -1% | -$12.8K | 0.06% | 289 |
|
|
2020
Q4 | $1.09M | Buy |
17,708
+1,251
| +8% | +$76.9K | 0.06% | 276 |
|
|
2020
Q3 | $892K | Sell |
16,457
-3,403
| -17% | -$184K | 0.07% | 225 |
|
|
2020
Q2 | $1.05M | Buy |
19,860
+5,932
| +43% | +$313K | 0.1% | 204 |
|
|
2020
Q1 | $713K | Sell |
13,928
-26,902
| -66% | -$1.38M | 0.06% | 248 |
|
|
2019
Q4 | $2.6M | Buy |
40,830
+48
| +0.1% | +$3.06K | 0.19% | 120 |
|
|
2019
Q3 | $2.52M | Buy |
40,782
+464
| +1% | +$28.7K | 0.19% | 121 |
|
|
2019
Q2 | $2.2M | Buy |
40,318
+2,295
| +6% | +$125K | 0.17% | 139 |
|
|
2019
Q1 | $1.95M | Sell |
38,023
-2,390
| -6% | -$123K | 0.17% | 142 |
|
|
2018
Q4 | $1.87M | Buy |
40,413
+2,926
| +8% | +$135K | 0.17% | 137 |
|
|
2018
Q3 | $1.63M | Buy |
+37,487
| New | +$1.63M | 0.2% | 109 |
|
|
2017
Q3 | – | Sell |
-12,019
| Closed | -$575K | – | 191 |
|
|
2017
Q2 | $575K | Buy |
+12,019
| New | +$575K | 0.08% | 151 |
|
|
2017
Q1 | – | Sell |
-12,725
| Closed | -$626K | – | 342 |
|
|
2016
Q4 | $626K | Buy |
+12,725
| New | +$626K | 0.1% | 121 |
|