SIG
Schaller Investment Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $672K | Hold |
10,553
| – | – | 0.7% | 17 |
|
|
2019
Q3 | $652K | Hold |
10,553
| – | – | 0.54% | 19 |
|
|
2019
Q2 | $583K | Hold |
10,553
| – | – | 0.45% | 18 |
|
|
2019
Q1 | $545K | Hold |
10,553
| – | – | 0.4% | 20 |
|
|
2018
Q4 | $463K | Hold |
10,553
| – | – | 0.34% | 21 |
|
|
2018
Q3 | $460K | Hold |
10,553
| – | – | 0.26% | 22 |
|
|
2018
Q2 | $489K | Hold |
10,553
| – | – | 0.27% | 19 |
|
|
2018
Q1 | $471K | Hold |
10,553
| – | – | 0.27% | 19 |
|
|
2017
Q4 | $507K | Hold |
10,553
| – | – | 0.25% | 25 |
|
|
2017
Q3 | $519K | Hold |
10,553
| – | – | 0.27% | 26 |
|
|
2017
Q2 | $505K | Hold |
10,553
| – | – | 0.26% | 26 |
|
|
2017
Q1 | $525K | Hold |
10,553
| – | – | 0.28% | 26 |
|
|
2016
Q4 | $519K | Hold |
10,553
| – | – | 0.27% | 24 |
|
|
2016
Q3 | $541K | Hold |
10,553
| – | – | 0.41% | 20 |
|
|
2016
Q2 | $566K | Hold |
10,553
| – | – | 0.42% | 21 |
|
|
2016
Q1 | $546K | Hold |
10,553
| – | – | 0.34% | 26 |
|
|
2015
Q4 | $494K | Hold |
10,553
| – | – | 0.28% | 23 |
|
|
2015
Q3 | $472K | Hold |
10,553
| – | – | 0.32% | 25 |
|
|
2015
Q2 | $442K | Buy |
10,553
+71
| +0.7% | +$2.97K | 0.27% | 25 |
|
|
2015
Q1 | $464K | Hold |
10,482
| – | – | 0.28% | 27 |
|
|
2014
Q4 | $515K | Hold |
10,482
| – | – | 0.31% | 24 |
|
|
2014
Q3 | $458K | Hold |
10,482
| – | – | 0.26% | 28 |
|
|
2014
Q2 | $476K | Hold |
10,482
| – | – | 0.28% | 30 |
|
|
2014
Q1 | $461K | Hold |
10,482
| – | – | 0.28% | 31 |
|
|
2013
Q4 | $431K | Hold |
10,482
| – | – | 0.27% | 31 |
|
|
2013
Q3 | $432K | Hold |
10,482
| – | – | 0.3% | 32 |
|
|
2013
Q2 | $463K | Buy |
+10,482
| New | +$463K | 0.32% | 35 |
|