Parsec Financial Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $288K | Sell |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $314K | Hold |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $275K | Hold |
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|
2019
Q2 | $246K | Buy |
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|
2019
Q1 | $226K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $202K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $276K | Sell |
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|
2016
Q4 | $355K | Buy |
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|
2016
Q3 | $363K | Buy |
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|
2016
Q2 | $256K | Sell |
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|
2016
Q1 | $255K | Sell |
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|
2015
Q4 | $248K | Buy |
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|
2015
Q3 | $227K | Buy |
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|
2015
Q2 | $204K | Hold |
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|
2015
Q1 | $215K | Sell |
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|
2014
Q4 | $303K | Hold |
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|
2014
Q3 | $269K | Buy |
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|
2014
Q2 | $202K | Buy |
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