Shamrock Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $145K | Sell |
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|
2019
Q2 | $148K | Sell |
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|
2019
Q1 | $156K | Sell |
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|
2018
Q4 | $165K | Buy |
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|
2018
Q3 | $164K | Buy |
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|
2018
Q2 | $174K | Sell |
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|
2018
Q1 | $168K | Buy |
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|
2017
Q4 | $185K | Buy |
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|
2017
Q3 | $178K | Sell |
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|
2017
Q2 | $197K | Sell |
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|
2017
Q1 | $237K | Sell |
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|
2016
Q4 | $257K | Sell |
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|
2016
Q3 | $574K | Buy |
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|
2016
Q2 | $503K | Buy |
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|
2016
Q1 | $402K | Sell |
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|
2015
Q4 | $720K | Sell |
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|
2015
Q3 | $745K | Sell |
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|
2015
Q2 | $726K | Sell |
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|
2015
Q1 | $863K | Sell |
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|
2014
Q4 | $1.04M | Sell |
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|
2014
Q3 | $992K | Sell |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $1.19M | Sell |
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|
2013
Q4 | $1.15M | Sell |
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|
2013
Q3 | $1.32M | Sell |
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|
2013
Q2 | $1.47M | Buy |
|