PAG
Pinnacle Advisory Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $260K | Sell |
4,188
-1,728
| -29% | -$107K | 0.01% | 218 |
|
|
2020
Q4 | $363K | Hold |
5,916
| – | – | 0.02% | 145 |
|
|
2020
Q3 | $321K | Sell |
5,916
-459
| -7% | -$24.9K | 0.02% | 137 |
|
|
2020
Q2 | $331K | Sell |
6,375
-241
| -4% | -$12.5K | 0.02% | 138 |
|
|
2020
Q1 | $358K | Buy |
6,616
+20
| +0.3% | +$1.08K | 0.03% | 121 |
|
|
2019
Q4 | $420K | Sell |
6,596
-800
| -11% | -$50.9K | 0.03% | 125 |
|
|
2019
Q3 | $457K | Sell |
7,396
-574
| -7% | -$35.5K | 0.03% | 116 |
|
|
2019
Q2 | $441K | Buy |
7,970
+3
| +0% | +$166 | 0.03% | 120 |
|
|
2019
Q1 | $412K | Buy |
7,967
+403
| +5% | +$20.8K | 0.03% | 117 |
|
|
2018
Q4 | $332K | Buy |
7,564
+204
| +3% | +$8.95K | 0.02% | 124 |
|
|
2018
Q3 | $321K | Buy |
+7,360
| New | +$321K | 0.02% | 130 |
|
|
2018
Q2 | – | Sell |
-10,147
| Closed | -$453K | – | 179 |
|
|
2018
Q1 | $453K | Sell |
10,147
-343
| -3% | -$15.3K | 0.03% | 126 |
|
|
2017
Q4 | $504K | Sell |
10,490
-1,017
| -9% | -$48.9K | 0.03% | 130 |
|
|
2017
Q3 | $565K | Sell |
11,507
-500
| -4% | -$24.6K | 0.03% | 112 |
|
|
2017
Q2 | $575K | Buy |
12,007
+294
| +3% | +$14.1K | 0.04% | 106 |
|
|
2017
Q1 | $583K | Buy |
11,713
+4,518
| +63% | +$225K | 0.04% | 103 |
|
|
2016
Q4 | $354K | Sell |
7,195
-1,332
| -16% | -$65.5K | 0.02% | 129 |
|
|
2016
Q3 | $426K | Sell |
8,527
-163
| -2% | -$8.14K | 0.04% | 75 |
|
|
2016
Q2 | $466K | Sell |
8,690
-359
| -4% | -$19.3K | 0.04% | 72 |
|
|
2016
Q1 | $468K | Buy |
9,049
+144
| +2% | +$7.45K | 0.04% | 61 |
|
|
2015
Q4 | $416K | Buy |
8,905
+2,768
| +45% | +$129K | 0.04% | 64 |
|
|
2015
Q3 | $274K | Buy |
+6,137
| New | +$274K | 0.03% | 84 |
|