NAM
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NorthCoast Asset Management’s Southern Company SO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$256K Buy
4,121
+58
+1% +$3.6K 0.01% 405
2021
Q2
$246K Buy
4,063
+25
+0.6% +$1.51K 0.01% 404
2021
Q1
$251K Buy
4,038
+167
+4% +$10.4K 0.01% 377
2020
Q4
$238K Sell
3,871
-1,207
-24% -$74.2K 0.01% 344
2020
Q3
$275K Buy
5,078
+39
+0.8% +$2.11K 0.01% 300
2020
Q2
$261K Buy
5,039
+7
+0.1% +$363 0.01% 302
2020
Q1
$272K Buy
+5,032
New +$272K 0.02% 283