Northwest Investment Counselors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $108K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $64.6K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $58.2K | Hold |
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|
2023
Q2 | $63.2K | Hold |
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|
2023
Q1 | $62.6K | Sell |
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|
2022
Q4 | $121K | Sell |
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|
2022
Q3 | $119K | Hold |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $127K | Hold |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $59K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $52K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $104K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $64K | Buy |
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|
2017
Q2 | $10K | Buy |
|