RFA
Reilly Financial Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $669K | Buy |
9,762
+5
| +0.1% | +$343 | 0.05% | 138 |
|
|
2021
Q3 | $605K | Hold |
9,757
| – | – | 0.05% | 134 |
|
|
2021
Q2 | $590K | Buy |
9,757
+4
| +0% | +$242 | 0.05% | 138 |
|
|
2021
Q1 | $606K | Buy |
9,753
+32
| +0.3% | +$1.99K | 0.05% | 133 |
|
|
2020
Q4 | $597K | Hold |
9,721
| – | – | 0.06% | 132 |
|
|
2020
Q3 | $527K | Sell |
9,721
-84
| -0.9% | -$4.55K | 0.06% | 128 |
|
|
2020
Q2 | $508K | Sell |
9,805
-287
| -3% | -$14.9K | 0.06% | 126 |
|
|
2020
Q1 | $546K | Sell |
10,092
-2,297
| -19% | -$124K | 0.08% | 118 |
|
|
2019
Q4 | $789K | Sell |
12,389
-183
| -1% | -$11.7K | 0.09% | 122 |
|
|
2019
Q3 | $777K | Buy |
12,572
+1,050
| +9% | +$64.9K | 0.1% | 121 |
|
|
2019
Q2 | $637K | Sell |
11,522
-545
| -5% | -$30.1K | 0.08% | 127 |
|
|
2019
Q1 | $624K | Buy |
12,067
+62
| +0.5% | +$3.21K | 0.08% | 125 |
|
|
2018
Q4 | $527K | Buy |
12,005
+885
| +8% | +$38.9K | 0.08% | 127 |
|
|
2018
Q3 | $485K | Hold |
11,120
| – | – | 0.06% | 130 |
|
|
2018
Q2 | $515K | Sell |
11,120
-36,013
| -76% | -$1.67M | 0.07% | 129 |
|
|
2018
Q1 | $2.11M | Sell |
47,133
-195
| -0.4% | -$8.71K | 0.29% | 61 |
|
|
2017
Q4 | $2.28M | Buy |
47,328
+2,930
| +7% | +$141K | 0.32% | 58 |
|
|
2017
Q3 | $2.18M | Buy |
44,398
+655
| +1% | +$32.2K | 0.33% | 53 |
|
|
2017
Q2 | $2.09M | Buy |
43,743
+2,555
| +6% | +$122K | 0.32% | 55 |
|
|
2017
Q1 | $2.05M | Buy |
41,188
+2,781
| +7% | +$138K | 0.33% | 53 |
|
|
2016
Q4 | $1.89M | Buy |
38,407
+2,414
| +7% | +$119K | 0.33% | 55 |
|
|
2016
Q3 | $1.85M | Buy |
35,993
+1,550
| +5% | +$79.5K | 0.33% | 53 |
|
|
2016
Q2 | $1.85M | Buy |
34,443
+1,647
| +5% | +$88.3K | 0.34% | 53 |
|
|
2016
Q1 | $1.7M | Buy |
32,796
+70
| +0.2% | +$3.62K | 0.29% | 45 |
|
|
2015
Q4 | $1.53M | Sell |
32,726
-380
| -1% | -$17.8K | 0.27% | 44 |
|
|
2015
Q3 | $1.48M | Buy |
33,106
+3,940
| +14% | +$176K | 0.27% | 62 |
|
|
2015
Q2 | $1.22M | Buy |
29,166
+2,155
| +8% | +$90.3K | 0.21% | 66 |
|
|
2015
Q1 | $1.2M | Buy |
27,011
+5,965
| +28% | +$264K | 0.21% | 68 |
|
|
2014
Q4 | $1.03M | Buy |
21,046
+3,081
| +17% | +$151K | 0.25% | 52 |
|
|
2014
Q3 | $784K | Buy |
17,965
+3,349
| +23% | +$146K | 0.19% | 57 |
|
|
2014
Q2 | $659K | Buy |
14,616
+1,444
| +11% | +$65.1K | 0.16% | 60 |
|
|
2014
Q1 | $579K | Buy |
13,172
+2,145
| +19% | +$94.3K | 0.14% | 69 |
|
|
2013
Q4 | $453K | Sell |
11,027
-409
| -4% | -$16.8K | 0.11% | 76 |
|
|
2013
Q3 | $473K | Buy |
11,436
+595
| +5% | +$24.6K | 0.13% | 65 |
|
|
2013
Q2 | $473K | Buy |
+10,841
| New | +$473K | 0.14% | 66 |
|