MWAC
Mariner Wealth Advisors (Cincinnati)’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $256K | Buy |
5,862
+66
| +1% | +$2.88K | 0.01% | 261 |
|
|
2018
Q2 | $268K | Sell |
5,796
-159
| -3% | -$7.35K | 0.02% | 258 |
|
|
2018
Q1 | $266K | Sell |
5,955
-290
| -5% | -$13K | 0.02% | 243 |
|
|
2017
Q4 | $300K | Sell |
6,245
-470
| -7% | -$22.6K | 0.02% | 230 |
|
|
2017
Q3 | $330K | Sell |
6,715
-4,456
| -40% | -$219K | 0.02% | 208 |
|
|
2017
Q2 | $535K | Buy |
11,171
+2,640
| +31% | +$126K | 0.04% | 161 |
|
|
2017
Q1 | $425K | Sell |
8,531
-119
| -1% | -$5.93K | 0.03% | 179 |
|
|
2016
Q4 | $425K | Sell |
8,650
-1,200
| -12% | -$59K | 0.03% | 176 |
|
|
2016
Q3 | $505K | Sell |
9,850
-44,618
| -82% | -$2.29M | 0.04% | 162 |
|
|
2016
Q2 | $2.92M | Buy |
54,468
+619
| +1% | +$33.2K | 0.26% | 79 |
|
|
2016
Q1 | $2.79M | Buy |
53,849
+7,764
| +17% | +$402K | 0.27% | 75 |
|
|
2015
Q4 | $2.16M | Buy |
+46,085
| New | +$2.16M | 0.21% | 80 |
|
|
2015
Q1 | $1.16M | Buy |
26,240
+1,228
| +5% | +$54.4K | 0.16% | 71 |
|
|
2014
Q4 | $1.23M | Buy |
25,012
+8,017
| +47% | +$394K | 0.18% | 69 |
|
|
2014
Q3 | $742K | Buy |
16,995
+2,098
| +14% | +$91.6K | 0.12% | 78 |
|
|
2014
Q2 | $676K | Buy |
14,897
+3,745
| +34% | +$170K | 0.11% | 75 |
|
|
2014
Q1 | $490K | Sell |
11,152
-1
| -0% | -$44 | 0.08% | 93 |
|
|
2013
Q4 | $458K | Hold |
11,153
| – | – | 0.08% | 96 |
|
|
2013
Q3 | $459K | Sell |
11,153
-5,313
| -32% | -$219K | 0.09% | 87 |
|
|
2013
Q2 | $727K | Buy |
+16,466
| New | +$727K | 0.14% | 73 |
|