Northstar Wealth Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.48M | Sell |
64,092
-6,723
| -9% | -$365K | 1.62% | 16 |
|
|
2020
Q2 | $3.67M | Sell |
70,815
-828
| -1% | -$42.9K | 1.53% | 16 |
|
|
2020
Q1 | $3.88M | Buy |
71,643
+444
| +0.6% | +$24K | 1.97% | 13 |
|
|
2019
Q4 | $4.54M | Sell |
71,199
-236
| -0.3% | -$15K | 1.86% | 11 |
|
|
2019
Q3 | $4.41M | Buy |
71,435
+77
| +0.1% | +$4.76K | 1.94% | 9 |
|
|
2019
Q2 | $3.95M | Buy |
71,358
+319
| +0.4% | +$17.6K | 1.76% | 13 |
|
|
2019
Q1 | $3.67M | Sell |
71,039
-375
| -0.5% | -$19.4K | 1.68% | 16 |
|
|
2018
Q4 | $3.14M | Sell |
71,414
-113
| -0.2% | -$4.96K | 1.65% | 16 |
|
|
2018
Q3 | $3.12M | Buy |
71,527
+10,073
| +16% | +$439K | 1.49% | 16 |
|
|
2018
Q2 | $2.85M | Sell |
61,454
-348
| -0.6% | -$16.1K | 1.42% | 18 |
|
|
2018
Q1 | $2.76M | Buy |
61,802
+35,866
| +138% | +$1.6M | 1.41% | 16 |
|
|
2017
Q4 | $1.22M | Buy |
25,936
+665
| +3% | +$31.4K | 1.09% | 30 |
|
|
2017
Q3 | $1.25M | Buy |
25,271
+475
| +2% | +$23.6K | 1.22% | 24 |
|
|
2017
Q2 | $1.17M | Sell |
24,796
-1,014
| -4% | -$47.9K | 1.07% | 28 |
|
|
2017
Q1 | $1.3M | Buy |
+25,810
| New | +$1.3M | 1.21% | 24 |
|