SignalPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.09M | Sell |
13,193
-448
| -3% | -$39.3K | 0.26% | 68 |
|
|
2024
Q3 | $1.23M | Sell |
13,641
-98
| -0.7% | -$8.37K | 0.29% | 69 |
|
|
2024
Q2 | $1.07M | Sell |
13,739
-187
| -1% | -$14.2K | 0.28% | 74 |
|
|
2024
Q1 | $999K | Buy |
13,926
+2
| +0% | +$138 | 0.27% | 75 |
|
|
2023
Q4 | $976K | Buy |
13,924
+3
| +0% | +$206 | 0.29% | 70 |
|
|
2023
Q3 | $901K | Sell |
13,921
-306
| -2% | -$21.2K | 0.29% | 70 |
|
|
2023
Q2 | $999K | Sell |
14,227
-213
| -1% | -$15.3K | 0.31% | 69 |
|
|
2023
Q1 | $1M | Buy |
14,440
+2
| +0% | +$135 | 0.32% | 69 |
|
|
2022
Q4 | $1.03M | Sell |
14,438
-52
| -0.4% | -$3.48K | 0.36% | 66 |
|
|
2022
Q3 | $985K | Sell |
14,490
-43
| -0.3% | -$3.26K | 0.38% | 66 |
|
|
2022
Q2 | $1.04M | Buy |
14,533
+144
| +1% | +$10.6K | 0.38% | 67 |
|
|
2022
Q1 | $1.04M | Sell |
14,389
-197
| -1% | -$13.3K | 0.33% | 71 |
|
|
2021
Q4 | $1M | Sell |
14,586
-397
| -3% | -$25.3K | 0.31% | 79 |
|
|
2021
Q3 | $927K | Sell |
14,983
-558
| -4% | -$35.9K | 0.3% | 85 |
|
|
2021
Q2 | $940K | Buy |
15,541
+202
| +1% | +$12.9K | 0.31% | 81 |
|
|
2021
Q1 | $953K | Sell |
15,339
-2,267
| -13% | -$136K | 0.34% | 81 |
|
|
2020
Q4 | $1.08M | Sell |
17,606
-597
| -3% | -$35.9K | 0.41% | 60 |
|
|
2020
Q3 | $987K | Buy |
18,203
+65
| +0.4% | +$3.47K | 0.41% | 57 |
|
|
2020
Q2 | $940K | Buy |
18,138
+2
| +0% | +$111 | 0.42% | 57 |
|
|
2020
Q1 | $982K | Buy |
18,136
+258
| +1% | +$16.3K | 0.52% | 43 |
|
|
2019
Q4 | $1.14M | Buy |
17,878
+198
| +1% | +$12.3K | 0.48% | 51 |
|
|
2019
Q3 | $1.09M | Sell |
17,680
-199
| -1% | -$11.5K | 0.49% | 51 |
|
|
2019
Q2 | $989K | Sell |
17,879
-1,163
| -6% | -$62.3K | 0.47% | 58 |
|
|
2019
Q1 | $984K | Sell |
19,042
-280
| -1% | -$13.7K | 0.43% | 59 |
|
|
2018
Q4 | $848K | Sell |
19,322
-511
| -3% | -$23.2K | 0.41% | 65 |
|
|
2018
Q3 | $864K | Sell |
19,833
-374
| -2% | -$17.2K | 0.39% | 69 |
|
|
2018
Q2 | $936K | Buy |
20,207
+105
| +0.5% | +$4.7K | 0.45% | 58 |
|
|
2018
Q1 | $898K | Buy |
20,102
+175
| +0.9% | +$7.77K | 0.43% | 65 |
|
|
2017
Q4 | $958K | Buy |
19,927
+155
| +0.8% | +$7.9K | 0.46% | 60 |
|
|
2017
Q3 | $971K | Sell |
19,772
-522
| -3% | -$25.3K | 0.49% | 54 |
|
|
2017
Q2 | $972K | Buy |
20,294
+79
| +0.4% | +$3.96K | 0.27% | 89 |
|
|
2017
Q1 | $1.01M | Buy |
20,215
+487
| +2% | +$24.1K | 0.28% | 91 |
|
|
2016
Q4 | $971K | Buy |
19,728
+451
| +2% | +$22.2K | 0.25% | 91 |
|
|
2016
Q3 | $989K | Buy |
19,277
+233
| +1% | +$12.3K | 0.26% | 78 |
|
|
2016
Q2 | $1.02M | Sell |
19,044
-327
| -2% | -$16.4K | 0.43% | 51 |
|
|
2016
Q1 | $1M | Sell |
19,371
-177
| -0.9% | -$8.62K | 0.43% | 51 |
|
|
2015
Q4 | $915K | Buy |
19,548
+492
| +3% | +$22.3K | 0.4% | 54 |
|
|
2015
Q3 | $851K | Buy |
19,056
+1,544
| +9% | +$67.7K | 0.38% | 56 |
|
|
2015
Q2 | $775K | Hold |
17,512
| – | – | 0.32% | 64 |
|
|
2015
Q1 | $775K | Buy |
17,512
+226
| +1% | +$10.7K | 0.32% | 64 |
|
|
2014
Q4 | $849K | Buy |
17,286
+187
| +1% | +$8.83K | 0.38% | 63 |
|
|
2014
Q3 | $746K | Buy |
17,099
+1,377
| +9% | +$60.5K | 0.36% | 65 |
|
|
2014
Q2 | $713K | Buy |
15,722
+1,132
| +8% | +$50.1K | 0.32% | 70 |
|
|
2014
Q1 | $641K | Buy |
14,590
+939
| +7% | +$39.4K | 0.3% | 71 |
|
|
2013
Q4 | $561K | Sell |
13,651
-854
| -6% | -$35.2K | 0.25% | 86 |
|
|
2013
Q3 | $893K | Buy |
+14,505
| New | +$625K | 0.57% | 53 |
|
Other funds holding SO
