Private Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.04M | Sell |
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|
2023
Q2 | $2.54M | Sell |
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|
2023
Q1 | $3.15M | Sell |
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|
2022
Q4 | $3.53M | Sell |
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|
2022
Q3 | $3.48M | Sell |
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|
2022
Q2 | $3.67M | Sell |
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|
2022
Q1 | $3.82M | Sell |
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|
2021
Q4 | $3.85M | Sell |
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|
2021
Q3 | $3.56M | Sell |
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|
2021
Q2 | $3.68M | Sell |
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|
2021
Q1 | $3.87M | Sell |
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|
2020
Q4 | $4.04M | Sell |
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|
2020
Q3 | $3.6M | Buy |
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|
2020
Q2 | $2.89M | Buy |
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|
2020
Q1 | $2.9M | Hold |
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|
2019
Q4 | $3.41M | Sell |
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|
2019
Q3 | $3.42M | Sell |
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|
2019
Q2 | $3.12M | Sell |
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|
2019
Q1 | $3.91M | Sell |
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|
2018
Q4 | $3.37M | Buy |
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|
2018
Q3 | $3.26M | Sell |
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|
2018
Q2 | $3.55M | Sell |
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|
2018
Q1 | $3.48M | Buy |
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|
2017
Q4 | $3.59M | Sell |
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|
2017
Q3 | $4.03M | Sell |
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|
2017
Q2 | $4.24M | Sell |
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|
2017
Q1 | $4.47M | Sell |
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|
2016
Q4 | $4.5M | Sell |
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|
2016
Q3 | $4.77M | Sell |
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|
2016
Q2 | $5.21M | Sell |
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|
2016
Q1 | $5.53M | Sell |
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|
2015
Q4 | $5.11M | Sell |
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|
2015
Q3 | $4.93M | Buy |
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|
2015
Q2 | $4.49M | Buy |
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|
2015
Q1 | $4.22M | Sell |
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|
2014
Q4 | $6.28M | Sell |
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|
2014
Q3 | $5.84M | Buy |
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|
2014
Q2 | $6.01M | Buy |
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|
2014
Q1 | $5.77M | Buy |
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|
2013
Q4 | $5.32M | Buy |
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|
2013
Q3 | $4.91M | Buy |
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|
2013
Q2 | $3.82M | Buy |
|