O'Shares Investment Advisers’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-53,084
| Closed | -$2.87M | – | 380 |
|
|
2020
Q1 | $2.87M | Sell |
53,084
-42
| -0.1% | -$2.27K | 0.51% | 49 |
|
|
2019
Q4 | $3.38M | Buy |
53,126
+2,596
| +5% | +$165K | 0.46% | 49 |
|
|
2019
Q3 | $3.12M | Sell |
50,530
-5,633
| -10% | -$348K | 0.47% | 49 |
|
|
2019
Q2 | $3.11M | Buy |
56,163
+3,281
| +6% | +$181K | 0.5% | 44 |
|
|
2019
Q1 | $2.73M | Buy |
52,882
+1,544
| +3% | +$79.8K | 0.46% | 48 |
|
|
2018
Q4 | $2.26M | Buy |
+51,338
| New | +$2.26M | 0.43% | 53 |
|