Mid Atlantic Financial Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $725K | Sell |
11,698
-6
| -0.1% | -$372 | 0.05% | 348 |
|
|
2021
Q2 | $708K | Buy |
11,704
+163
| +1% | +$9.86K | 0.05% | 357 |
|
|
2021
Q1 | $717K | Buy |
11,541
+224
| +2% | +$13.9K | 0.05% | 338 |
|
|
2020
Q4 | $695K | Sell |
11,317
-210
| -2% | -$12.9K | 0.05% | 313 |
|
|
2020
Q3 | $718K | Sell |
11,527
-1,345
| -10% | -$83.8K | 0.06% | 274 |
|
|
2020
Q2 | $667K | Sell |
12,872
-971
| -7% | -$50.3K | 0.06% | 260 |
|
|
2020
Q1 | $749K | Buy |
13,843
+511
| +4% | +$27.6K | 0.09% | 222 |
|
|
2019
Q4 | $849K | Sell |
13,332
-1,187
| -8% | -$75.6K | 0.08% | 265 |
|
|
2019
Q3 | $897K | Sell |
14,519
-729
| -5% | -$45K | 0.1% | 224 |
|
|
2019
Q2 | $843K | Buy |
15,248
+1,381
| +10% | +$76.4K | 0.09% | 248 |
|
|
2019
Q1 | $717K | Sell |
13,867
-759
| -5% | -$39.2K | 0.08% | 279 |
|
|
2018
Q4 | $642K | Buy |
+14,626
| New | +$642K | 0.08% | 266 |
|