SBA
Secrest Blakey & Associates’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $937K | Sell |
17,284
-1,031
| -6% | -$55.9K | 2.14% | 15 |
|
|
2020
Q2 | $950K | Buy |
18,315
+217
| +1% | +$11.3K | 2.29% | 15 |
|
|
2020
Q1 | $980K | Sell |
18,098
-362
| -2% | -$19.6K | 2.67% | 12 |
|
|
2019
Q4 | $1.18M | Buy |
18,460
+981
| +6% | +$62.5K | 2.59% | 12 |
|
|
2019
Q3 | $1.08M | Sell |
17,479
-243
| -1% | -$15K | 0.89% | 32 |
|
|
2019
Q2 | $980K | Sell |
17,722
-56
| -0.3% | -$3.1K | 0.85% | 35 |
|
|
2019
Q1 | $919K | Sell |
17,778
-192
| -1% | -$9.93K | 0.89% | 33 |
|
|
2018
Q4 | $789K | Sell |
17,970
-33
| -0.2% | -$1.45K | 0.66% | 47 |
|
|
2018
Q3 | $785K | Sell |
18,003
-99
| -0.5% | -$4.32K | 0.61% | 47 |
|
|
2018
Q2 | $838K | Buy |
18,102
+728
| +4% | +$33.7K | 0.66% | 37 |
|
|
2018
Q1 | $776K | Buy |
17,374
+1,254
| +8% | +$56K | 0.66% | 38 |
|
|
2017
Q4 | $775K | Buy |
+16,120
| New | +$775K | 0.63% | 41 |
|