RVM
Robinson Value Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.18M | Buy |
+34,190
| New | +$2.18M | 2.08% | 20 |
|
|
2019
Q2 | $2.08M | Buy |
+37,571
| New | +$2.08M | 1.99% | 19 |
|
|
2018
Q3 | $1.73M | Sell |
39,581
-1,876
| -5% | -$81.8K | 1.6% | 26 |
|
|
2018
Q2 | $1.92M | Sell |
41,457
-784
| -2% | -$36.3K | 1.74% | 26 |
|
|
2018
Q1 | $1.89M | Sell |
42,241
-784
| -2% | -$35K | 1.74% | 26 |
|
|
2017
Q4 | $2.07M | Sell |
43,025
-1,188
| -3% | -$57.1K | 1.81% | 26 |
|
|
2017
Q3 | $2.17M | Hold |
44,213
| – | – | 2% | 19 |
|
|
2017
Q2 | $2.12M | Buy |
+44,213
| New | +$2.12M | 1.98% | 21 |
|