Reilly Financial Advisors’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
Q4 | $669K | Buy |
|
|||||
|
2021
Q3 | $605K | Hold |
|
|||||
|
2021
Q2 | $590K | Buy |
|
|||||
|
2021
Q1 | $606K | Buy |
|
|||||
|
2020
Q4 | $597K | Hold |
|
|||||
|
2020
Q3 | $527K | Sell |
|
|||||
|
2020
Q2 | $508K | Sell |
|
|||||
|
2020
Q1 | $546K | Sell |
|
|||||
|
2019
Q4 | $789K | Sell |
|
|||||
|
2019
Q3 | $777K | Buy |
|
|||||
|
2019
Q2 | $637K | Sell |
|
|||||
|
2019
Q1 | $624K | Buy |
|
|||||
|
2018
Q4 | $527K | Buy |
|
|||||
|
2018
Q3 | $485K | Hold |
|
|||||
|
2018
Q2 | $515K | Sell |
|
|||||
|
2018
Q1 | $2.1M | Sell |
|
|||||
|
2017
Q4 | $2.28M | Buy |
|
|||||
|
2017
Q3 | $2.18M | Buy |
|
|||||
|
2017
Q2 | $2.09M | Buy |
|
|||||
|
2017
Q1 | $2.05M | Buy |
|
|||||
|
2016
Q4 | $1.89M | Buy |
|
|||||
|
2016
Q3 | $1.85M | Buy |
|
|||||
|
2016
Q2 | $1.85M | Buy |
|
|||||
|
2016
Q1 | $1.7M | Buy |
|
|||||
|
2015
Q4 | $1.53M | Sell |
|
|||||
|
2015
Q3 | $1.48M | Buy |
|
|||||
|
2015
Q2 | $1.22M | Buy |
|
|||||
|
2015
Q1 | $1.2M | Buy |
|
|||||
|
2014
Q4 | $1.03M | Buy |
|
|||||
|
2014
Q3 | $784K | Buy |
|
|||||
|
2014
Q2 | $659K | Buy |
|
|||||
|
2014
Q1 | $579K | Buy |
|
|||||
|
2013
Q4 | $453K | Sell |
|
|||||
|
2013
Q3 | $473K | Buy |
|
|||||
|
2013
Q2 | $473K | Buy |
|