Sargent Bickham Lagudis’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $369K | Hold |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $314K | Sell |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $562K | Buy |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $349K | Buy |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $289K | Buy |
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|
2019
Q3 | $191K | Sell |
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|
2019
Q2 | $189K | Sell |
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|
2019
Q1 | $182K | Sell |
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|
2018
Q4 | $158K | Sell |
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|
2018
Q3 | $175K | Buy |
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|
2018
Q2 | $186K | Sell |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $283K | Sell |
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $401K | Buy |
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|
2017
Q1 | $403K | Sell |
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|
2016
Q4 | $461K | Buy |
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|
2016
Q3 | $415 | Buy |
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|
2016
Q2 | $236K | Buy |
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|
2016
Q1 | $102K | Buy |
|