Navellier & Associates’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 | – | Sell |
-5,783
| Closed | -$350K | – | 334 |
|
|
2021
Q2 | $350K | Sell |
5,783
-293
| -5% | -$17.7K | 0.05% | 228 |
|
|
2021
Q1 | $378K | Sell |
6,076
-920
| -13% | -$57.2K | 0.07% | 207 |
|
|
2020
Q4 | $430K | Sell |
6,996
-721
| -9% | -$44.3K | 0.08% | 184 |
|
|
2020
Q3 | $418K | Sell |
7,717
-2,317
| -23% | -$126K | 0.09% | 155 |
|
|
2020
Q2 | $520K | Buy |
+10,034
| New | +$520K | 0.12% | 128 |
|
|
2016
Q1 | – | Sell |
-19,100
| Closed | -$894K | – | 289 |
|
|
2015
Q4 | $894K | Buy |
19,100
+1,700
| +10% | +$79.6K | 0.1% | 90 |
|
|
2015
Q3 | $778K | Buy |
17,400
+696
| +4% | +$31.1K | 0.08% | 105 |
|
|
2015
Q2 | $700K | Sell |
16,704
-91,167
| -85% | -$3.82M | 0.06% | 154 |
|
|
2015
Q1 | $4.78M | Sell |
107,871
-620,750
| -85% | -$27.5M | 0.43% | 36 |
|
|
2014
Q4 | $35.8M | Buy |
728,621
+717,922
| +6,710% | +$35.3M | 1.79% | 28 |
|
|
2014
Q3 | $467K | Buy |
10,699
+1,100
| +11% | +$48K | 0.02% | 192 |
|
|
2014
Q2 | $436K | Buy |
9,599
+950
| +11% | +$43.2K | 0.02% | 204 |
|
|
2014
Q1 | $380K | Buy |
8,649
+676
| +8% | +$29.7K | 0.02% | 220 |
|
|
2013
Q4 | $328K | Buy |
7,973
+500
| +7% | +$20.6K | 0.01% | 249 |
|
|
2013
Q3 | $308K | Buy |
7,473
+810
| +12% | +$33.4K | 0.01% | 235 |
|
|
2013
Q2 | $294K | Buy |
+6,663
| New | +$294K | 0.01% | 212 |
|