Physicians Financial Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,889
| Closed | -$206K | – | 112 |
|
|
2022
Q2 | $206K | Buy |
+2,889
| New | +$206K | 0.09% | 111 |
|
|
2018
Q1 | – | Sell |
-11,753
| Closed | -$565K | – | 113 |
|
|
2017
Q4 | $565K | Sell |
11,753
-500
| -4% | -$24K | 0.43% | 73 |
|
|
2017
Q3 | $602K | Hold |
12,253
| – | – | 0.49% | 69 |
|
|
2017
Q2 | $587K | Sell |
12,253
-200
| -2% | -$9.58K | 0.5% | 68 |
|
|
2017
Q1 | $620K | Sell |
12,453
-760
| -6% | -$37.8K | 0.53% | 60 |
|
|
2016
Q4 | $707K | Buy |
13,213
+75
| +0.6% | +$4.01K | 0.58% | 55 |
|
|
2016
Q3 | $673K | Hold |
13,138
| – | – | 0.56% | 57 |
|
|
2016
Q2 | $705K | Hold |
13,138
| – | – | 0.62% | 52 |
|
|
2016
Q1 | $680K | Sell |
13,138
-257
| -2% | -$13.3K | 0.62% | 51 |
|
|
2015
Q4 | $627K | Buy |
+13,395
| New | +$627K | 0.58% | 55 |
|