San Francisco Sentry Investment Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 547 |
|
|
2021
Q1 | $7K | Sell |
114
-87
| -43% | -$5.34K | ﹤0.01% | 579 |
|
|
2020
Q4 | $12K | Hold |
201
| – | – | 0.01% | 493 |
|
|
2020
Q3 | $11K | Buy |
201
+35
| +21% | +$1.92K | 0.01% | 472 |
|
|
2020
Q2 | $9K | Sell |
166
-155
| -48% | -$8.4K | ﹤0.01% | 490 |
|
|
2020
Q1 | $18K | Buy |
321
+66
| +26% | +$3.7K | 0.01% | 400 |
|
|
2019
Q4 | $16K | Hold |
255
| – | – | 0.01% | 504 |
|
|
2019
Q3 | $16K | Hold |
255
| – | – | 0.01% | 499 |
|
|
2019
Q2 | $14K | Hold |
255
| – | – | 0.01% | 503 |
|
|
2019
Q1 | $13K | Hold |
255
| – | – | 0.01% | 536 |
|
|
2018
Q4 | $11K | Buy |
255
+29
| +13% | +$1.25K | 0.01% | 543 |
|
|
2018
Q3 | $10K | Sell |
226
-118
| -34% | -$5.22K | ﹤0.01% | 571 |
|
|
2018
Q2 | $16K | Sell |
344
-624
| -64% | -$29K | 0.01% | 528 |
|
|
2018
Q1 | $43K | Sell |
968
-500
| -34% | -$22.2K | 0.01% | 484 |
|
|
2017
Q4 | $70K | Sell |
1,468
-112
| -7% | -$5.34K | 0.02% | 399 |
|
|
2017
Q3 | $78K | Buy |
1,580
+1,017
| +181% | +$50.2K | 0.03% | 372 |
|
|
2017
Q2 | $26K | Buy |
+563
| New | +$26K | 0.01% | 428 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$44K | – | 397 |
|
|
2014
Q3 | $44K | Buy |
1,000
+100
| +11% | +$4.4K | 0.02% | 312 |
|
|
2014
Q2 | $41K | Hold |
900
| – | – | 0.02% | 341 |
|
|
2014
Q1 | $40K | Hold |
900
| – | – | 0.01% | 379 |
|
|
2013
Q4 | $37K | Buy |
900
+200
| +29% | +$8.22K | 0.01% | 366 |
|
|
2013
Q3 | $29K | Hold |
700
| – | – | 0.01% | 378 |
|
|
2013
Q2 | $31K | Buy |
+700
| New | +$31K | 0.01% | 366 |
|