Peachtree Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $246K | Hold |
5,595
| – | – | 0.19% | 65 |
|
|
2018
Q3 | $244K | Hold |
5,595
| – | – | 0.17% | 70 |
|
|
2018
Q2 | $259K | Sell |
5,595
-205
| -4% | -$9.49K | 0.19% | 69 |
|
|
2018
Q1 | $259K | Sell |
5,800
-318
| -5% | -$14.2K | 0.19% | 70 |
|
|
2017
Q4 | $294K | Hold |
6,118
| – | – | 0.22% | 70 |
|
|
2017
Q3 | $301K | Sell |
6,118
-1,130
| -16% | -$55.6K | 0.26% | 69 |
|
|
2017
Q2 | $347K | Buy |
7,248
+880
| +14% | +$42.1K | 0.3% | 67 |
|
|
2017
Q1 | $317K | Sell |
6,368
-200
| -3% | -$9.96K | 0.29% | 71 |
|
|
2016
Q4 | $323K | Sell |
6,568
-8,507
| -56% | -$418K | 0.32% | 73 |
|
|
2016
Q3 | $773K | Sell |
15,075
-100
| -0.7% | -$5.13K | 0.76% | 40 |
|
|
2016
Q2 | $814K | Hold |
15,175
| – | – | 0.83% | 39 |
|
|
2016
Q1 | $785K | Hold |
15,175
| – | – | 0.79% | 42 |
|
|
2015
Q4 | $710K | Sell |
15,175
-3,224
| -18% | -$151K | 0.74% | 43 |
|
|
2015
Q3 | $822K | Sell |
18,399
-200
| -1% | -$8.94K | 0.85% | 38 |
|
|
2015
Q2 | $779K | Sell |
18,599
-242
| -1% | -$10.1K | 0.58% | 54 |
|
|
2015
Q1 | $834K | Buy |
18,841
+2,942
| +19% | +$130K | 0.6% | 45 |
|
|
2014
Q4 | $764K | Sell |
15,899
-686
| -4% | -$33K | 0.51% | 54 |
|
|
2014
Q3 | $724K | Buy |
16,585
+109
| +0.7% | +$4.76K | 0.48% | 60 |
|
|
2014
Q2 | $748K | Buy |
16,476
+203
| +1% | +$9.22K | 0.5% | 58 |
|
|
2014
Q1 | $715K | Sell |
16,273
-6,183
| -28% | -$272K | 0.49% | 60 |
|
|
2013
Q4 | $923K | Buy |
+22,456
| New | +$923K | 0.63% | 41 |
|