Osborn Williams & Donohoe’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $860K | Sell |
|
|||||
|
2019
Q4 | $1.03M | Sell |
|
|||||
|
2019
Q3 | $1.04M | Hold |
|
|||||
|
2019
Q2 | $929K | Sell |
|
|||||
|
2019
Q1 | $881K | Sell |
|
|||||
|
2018
Q4 | $776K | Hold |
|
|||||
|
2018
Q3 | $770K | Sell |
|
|||||
|
2018
Q2 | $821K | Hold |
|
|||||
|
2018
Q1 | $792K | Hold |
|
|||||
|
2017
Q4 | $853K | Hold |
|
|||||
|
2017
Q3 | $871K | Sell |
|
|||||
|
2017
Q2 | $873K | Buy |
|
|||||
|
2017
Q1 | $903K | Sell |
|
|||||
|
2016
Q4 | $897K | Sell |
|
|||||
|
2016
Q3 | $941K | Sell |
|
|||||
|
2016
Q2 | $998K | Hold |
|
|||||
|
2016
Q1 | $962K | Buy |
|
|||||
|
2015
Q4 | $836K | Sell |
|
|||||
|
2015
Q3 | $846K | Sell |
|
|||||
|
2015
Q2 | $854K | Sell |
|
|||||
|
2015
Q1 | $904K | Hold |
|
|||||
|
2014
Q4 | $1M | Buy |
|
|||||
|
2014
Q3 | $862K | Sell |
|
|||||
|
2014
Q2 | $906K | Sell |
|
|||||
|
2014
Q1 | $916K | Sell |
|
|||||
|
2013
Q4 | $966K | Buy |
|
|||||
|
2013
Q3 | $388K | Sell |
|
|||||
|
2013
Q2 | $443K | Buy |
|