Mariner Wealth Advisors (Cincinnati)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $256K | Buy |
|
|||||
|
2018
Q2 | $268K | Sell |
|
|||||
|
2018
Q1 | $266K | Sell |
|
|||||
|
2017
Q4 | $300K | Sell |
|
|||||
|
2017
Q3 | $330K | Sell |
|
|||||
|
2017
Q2 | $535K | Buy |
|
|||||
|
2017
Q1 | $425K | Sell |
|
|||||
|
2016
Q4 | $425K | Sell |
|
|||||
|
2016
Q3 | $505K | Sell |
|
|||||
|
2016
Q2 | $2.92M | Buy |
|
|||||
|
2016
Q1 | $2.79M | Buy |
|
|||||
|
2015
Q4 | $2.16M | Buy |
|
|||||
|
2015
Q1 | $1.16M | Buy |
|
|||||
|
2014
Q4 | $1.23M | Buy |
|
|||||
|
2014
Q3 | $742K | Buy |
|
|||||
|
2014
Q2 | $676K | Buy |
|
|||||
|
2014
Q1 | $490K | Sell |
|
|||||
|
2013
Q4 | $458K | Hold |
|
|||||
|
2013
Q3 | $459K | Sell |
|
|||||
|
2013
Q2 | $727K | Buy |
|