Roffman Miller Associates’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $608K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $421K | Sell |
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|
2019
Q1 | $453K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $411K | Sell |
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|
2018
Q2 | $441K | Sell |
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|
2018
Q1 | $427K | Sell |
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|
2017
Q4 | $535K | Sell |
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|
2017
Q3 | $596K | Hold |
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|
2017
Q2 | $581K | Sell |
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|
2017
Q1 | $694K | Sell |
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|
2016
Q4 | $742K | Hold |
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|
2016
Q3 | $774K | Sell |
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|
2016
Q2 | $813K | Sell |
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|
2016
Q1 | $792K | Sell |
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|
2015
Q4 | $759K | Sell |
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|
2015
Q3 | $739K | Sell |
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|
2015
Q2 | $773K | Sell |
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|
2015
Q1 | $906K | Sell |
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|
2014
Q4 | $2.4M | Sell |
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|
2014
Q3 | $6.39M | Sell |
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|
2014
Q2 | $6.93M | Sell |
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|
2014
Q1 | $7.23M | Buy |
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|
2013
Q4 | $6.32M | Buy |
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|
2013
Q3 | $5.67M | Buy |
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|
2013
Q2 | $5.86M | Buy |
|