San Francisco Sentry Investment Group’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
Q2 | $7K | Hold |
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|
2021
Q1 | $7K | Sell |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $11K | Buy |
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|
2020
Q2 | $9K | Sell |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $11K | Buy |
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|
2018
Q3 | $10K | Sell |
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|
2018
Q2 | $16K | Sell |
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|
2018
Q1 | $43K | Sell |
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|
2017
Q4 | $70K | Sell |
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|
2017
Q3 | $78K | Buy |
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|
2017
Q2 | $26K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $44K | Buy |
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|
2014
Q2 | $41K | Hold |
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|
2014
Q1 | $40K | Hold |
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|
2013
Q4 | $37K | Buy |
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|
2013
Q3 | $29K | Hold |
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|
2013
Q2 | $31K | Buy |
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