Sargent Bickham Lagudis’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $369K | Hold |
5,173
| – | – | 0.03% | 216 |
|
|
2022
Q3 | $352K | Buy |
5,173
+78
| +2% | +$5.31K | 0.03% | 197 |
|
|
2022
Q2 | $363K | Buy |
5,095
+564
| +12% | +$40.2K | 0.03% | 205 |
|
|
2022
Q1 | $329K | Sell |
4,531
-44
| -1% | -$3.2K | 0.03% | 204 |
|
|
2021
Q4 | $314K | Sell |
4,575
-149
| -3% | -$10.2K | 0.02% | 201 |
|
|
2021
Q3 | $293K | Sell |
4,724
-4,567
| -49% | -$283K | 0.02% | 211 |
|
|
2021
Q2 | $562K | Buy |
9,291
+3,422
| +58% | +$207K | 0.05% | 157 |
|
|
2021
Q1 | $365K | Buy |
5,869
+190
| +3% | +$11.8K | 0.03% | 183 |
|
|
2020
Q4 | $349K | Buy |
5,679
+822
| +17% | +$50.5K | 0.03% | 184 |
|
|
2020
Q3 | $263K | Buy |
4,857
+515
| +12% | +$27.9K | 0.03% | 188 |
|
|
2020
Q2 | $225K | Buy |
4,342
+224
| +5% | +$11.6K | 0.02% | 188 |
|
|
2020
Q1 | $223K | Sell |
4,118
-422
| -9% | -$22.9K | 0.03% | 191 |
|
|
2019
Q4 | $289K | Buy |
4,540
+1,452
| +47% | +$92.4K | 0.03% | 172 |
|
|
2019
Q3 | $191K | Sell |
3,088
-336
| -10% | -$20.8K | 0.02% | 195 |
|
|
2019
Q2 | $189K | Sell |
3,424
-96
| -3% | -$5.3K | 0.02% | 208 |
|
|
2019
Q1 | $182K | Sell |
3,520
-68
| -2% | -$3.52K | 0.02% | 222 |
|
|
2018
Q4 | $158K | Sell |
3,588
-421
| -11% | -$18.5K | 0.02% | 224 |
|
|
2018
Q3 | $175K | Buy |
4,009
+2
| +0% | +$87 | 0.02% | 217 |
|
|
2018
Q2 | $186K | Sell |
4,007
-1,024
| -20% | -$47.5K | 0.02% | 209 |
|
|
2018
Q1 | $225K | Sell |
5,031
-860
| -15% | -$38.5K | 0.03% | 194 |
|
|
2017
Q4 | $283K | Sell |
5,891
-2,322
| -28% | -$112K | 0.03% | 185 |
|
|
2017
Q3 | $404K | Sell |
8,213
-155
| -2% | -$7.62K | 0.05% | 155 |
|
|
2017
Q2 | $401K | Buy |
8,368
+266
| +3% | +$12.7K | 0.05% | 152 |
|
|
2017
Q1 | $403K | Sell |
8,102
-1,278
| -14% | -$63.6K | 0.05% | 155 |
|
|
2016
Q4 | $461K | Buy |
9,380
+1,283
| +16% | +$63.1K | 0.07% | 137 |
|
|
2016
Q3 | $415 | Buy |
8,097
+3,703
| +84% | +$190 | 0.06% | 143 |
|
|
2016
Q2 | $236K | Buy |
4,394
+2,423
| +123% | +$130K | 0.04% | 187 |
|
|
2016
Q1 | $102K | Buy |
+1,971
| New | +$102K | 0.02% | 276 |
|