Rowland Carmichael 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
2020
Q4
$1.25M Sell
2020
Q3
$1.23M Buy
2020
Q2
$959K Buy
2020
Q1
$773K Sell
2019
Q4
$1.04M Buy
2019
Q3
$1M Sell
2019
Q2
$996K Sell
2019
Q1
$944K Sell
2018
Q4
$865K Sell
2018
Q3
$871K Sell
2018
Q2
$958K Sell
2018
Q1
$954K Buy
2017
Q4
$841K Sell
2017
Q3
$886K Buy
2017
Q2
$851K Buy
2017
Q1
$821K Sell
2016
Q4
$854K Sell
2016
Q3
$1.07M Buy
2016
Q2
$905K Buy
2016
Q1
$758K Buy