PCA
Personal Capital Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $82.6M | Buy |
1,156,505
+29,211
| +3% | +$2.09M | 0.4% | 58 |
|
|
2022
Q3 | $76.7M | Buy |
1,127,294
+18,575
| +2% | +$1.26M | 0.41% | 54 |
|
|
2022
Q2 | $79.1M | Sell |
1,108,719
-86,721
| -7% | -$6.18M | 0.41% | 45 |
|
|
2022
Q1 | $86.7M | Buy |
1,195,440
+39,007
| +3% | +$2.83M | 0.41% | 53 |
|
|
2021
Q4 | $79.4M | Buy |
1,156,433
+41,163
| +4% | +$2.83M | 0.37% | 57 |
|
|
2021
Q3 | $69.1M | Buy |
1,115,270
+52,984
| +5% | +$3.28M | 0.35% | 63 |
|
|
2021
Q2 | $64.3M | Buy |
1,062,286
+70,241
| +7% | +$4.25M | 0.33% | 70 |
|
|
2021
Q1 | $61.7M | Buy |
992,045
+65,996
| +7% | +$4.1M | 0.36% | 62 |
|
|
2020
Q4 | $56.9M | Buy |
926,049
+42,470
| +5% | +$2.61M | 0.36% | 61 |
|
|
2020
Q3 | $47.9M | Buy |
883,579
+7,769
| +0.9% | +$421K | 0.36% | 64 |
|
|
2020
Q2 | $45.4M | Buy |
875,810
+8,357
| +1% | +$433K | 0.38% | 62 |
|
|
2020
Q1 | $47M | Buy |
867,453
+483
| +0.1% | +$26.2K | 0.46% | 43 |
|
|
2019
Q4 | $55.2M | Buy |
866,970
+23,492
| +3% | +$1.5M | 0.47% | 43 |
|
|
2019
Q3 | $52.1M | Buy |
843,478
+20,725
| +3% | +$1.28M | 0.5% | 37 |
|
|
2019
Q2 | $45.5M | Buy |
822,753
+36,828
| +5% | +$2.04M | 0.46% | 44 |
|
|
2019
Q1 | $40.6M | Buy |
785,925
+38,386
| +5% | +$1.98M | 0.46% | 50 |
|
|
2018
Q4 | $32.8M | Buy |
747,539
+43,537
| +6% | +$1.91M | 0.44% | 51 |
|
|
2018
Q3 | $30.7M | Buy |
704,002
+37,905
| +6% | +$1.65M | 0.39% | 69 |
|
|
2018
Q2 | $30.8M | Buy |
666,097
+65,582
| +11% | +$3.04M | 0.43% | 61 |
|
|
2018
Q1 | $26.8M | Buy |
600,515
+187,010
| +45% | +$8.35M | 0.42% | 65 |
|
|
2017
Q4 | $19.9M | Buy |
413,505
+53,536
| +15% | +$2.57M | 0.34% | 77 |
|
|
2017
Q3 | $17.7M | Buy |
359,969
+173,122
| +93% | +$8.51M | 0.34% | 78 |
|
|
2017
Q2 | $8.95M | Buy |
186,847
+71,122
| +61% | +$3.41M | 0.2% | 101 |
|
|
2017
Q1 | $5.78M | Buy |
115,725
+28,147
| +32% | +$1.41M | 0.15% | 105 |
|
|
2016
Q4 | $4.31M | Buy |
87,578
+12,076
| +16% | +$594K | 0.13% | 121 |
|
|
2016
Q3 | $3.93M | Buy |
75,502
+12,727
| +20% | +$662K | 0.13% | 109 |
|
|
2016
Q2 | $3.37M | Buy |
62,775
+11,510
| +22% | +$617K | 0.13% | 107 |
|
|
2016
Q1 | $2.65M | Buy |
51,265
+8,946
| +21% | +$463K | 0.12% | 103 |
|
|
2015
Q4 | $1.98M | Buy |
42,319
+8,671
| +26% | +$406K | 0.11% | 110 |
|
|
2015
Q3 | $1.5M | Buy |
33,648
+4,876
| +17% | +$218K | 0.1% | 105 |
|
|
2015
Q2 | $1.23M | Buy |
28,772
+7,489
| +35% | +$321K | 0.09% | 116 |
|
|
2015
Q1 | $942K | Buy |
21,283
+7,325
| +52% | +$324K | 0.08% | 116 |
|
|
2014
Q4 | $685K | Buy |
13,958
+5,241
| +60% | +$257K | 0.07% | 117 |
|
|
2014
Q3 | $380K | Buy |
+8,717
| New | +$380K | 0.05% | 118 |
|