Princeton Portfolio Strategies Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $475K | Sell |
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|
2020
Q4 | $534K | Hold |
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|
2020
Q3 | $471K | Hold |
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|
2020
Q2 | $451K | Hold |
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|
2020
Q1 | $471K | Hold |
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|
2019
Q4 | $554K | Hold |
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|
2019
Q3 | $537K | Hold |
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|
2019
Q2 | $481K | Hold |
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|
2019
Q1 | $449K | Sell |
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|
2018
Q4 | $422K | Sell |
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|
2018
Q3 | $437K | Buy |
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|
2018
Q2 | $464K | Buy |
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|
2018
Q1 | $420K | Sell |
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|
2017
Q4 | $501K | Buy |
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|
2017
Q3 | $512K | Buy |
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|
2017
Q2 | $451K | Sell |
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|
2017
Q1 | $478K | Buy |
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|
2016
Q4 | $473K | Hold |
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|
2016
Q3 | $493K | Sell |
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|
2016
Q2 | $534K | Sell |
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|
2016
Q1 | $533K | Hold |
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|
2015
Q4 | $482K | Buy |
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|
2015
Q3 | $445K | Sell |
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|
2015
Q2 | $445K | Buy |
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|
2015
Q1 | $407K | Sell |
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|
2014
Q4 | $647K | Sell |
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|
2014
Q3 | $693K | Sell |
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|
2014
Q2 | $762K | Sell |
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|
2014
Q1 | $756K | Hold |
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|
2013
Q4 | $707K | Buy |
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|
2013
Q3 | $682K | Sell |
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|
2013
Q2 | $738K | Buy |
|