RM
Resource Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $543K | Sell |
7,918
-357
| -4% | -$24.5K | 0.06% | 100 |
|
|
2021
Q3 | $513K | Buy |
8,275
+12
| +0.1% | +$744 | 0.06% | 102 |
|
|
2021
Q2 | $500K | Buy |
8,263
+1,682
| +26% | +$102K | 0.06% | 103 |
|
|
2021
Q1 | $409K | Buy |
6,581
+13
| +0.2% | +$808 | 0.05% | 117 |
|
|
2020
Q4 | $403K | Buy |
6,568
+315
| +5% | +$19.3K | 0.06% | 111 |
|
|
2020
Q3 | $339K | Buy |
6,253
+14
| +0.2% | +$759 | 0.06% | 107 |
|
|
2020
Q2 | $323K | Sell |
6,239
-696
| -10% | -$36K | 0.06% | 107 |
|
|
2020
Q1 | $375K | Sell |
6,935
-310
| -4% | -$16.8K | 0.08% | 87 |
|
|
2019
Q4 | $462K | Sell |
7,245
-789
| -10% | -$50.3K | 0.07% | 85 |
|
|
2019
Q3 | $496K | Sell |
8,034
-79
| -1% | -$4.88K | 0.09% | 80 |
|
|
2019
Q2 | $448K | Sell |
8,113
-5,988
| -42% | -$331K | 0.08% | 84 |
|
|
2019
Q1 | $729K | Sell |
14,101
-877
| -6% | -$45.3K | 0.13% | 65 |
|
|
2018
Q4 | $657K | Buy |
14,978
+129
| +0.9% | +$5.66K | 0.14% | 60 |
|
|
2018
Q3 | $647K | Buy |
14,849
+4,764
| +47% | +$208K | 0.12% | 66 |
|
|
2018
Q2 | $467K | Buy |
10,085
+620
| +7% | +$28.7K | 0.09% | 73 |
|
|
2018
Q1 | $423K | Sell |
9,465
-1,280
| -12% | -$57.2K | 0.09% | 77 |
|
|
2017
Q4 | $479K | Buy |
+10,745
| New | +$479K | 0.1% | 75 |
|