Signet Investment Advisory Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,775
| Closed | -$293K | – | 176 |
|
|
2020
Q4 | $293K | Buy |
+4,775
| New | +$293K | 0.23% | 64 |
|
|
2019
Q4 | $353K | Hold |
5,550
| – | – | 0.33% | 60 |
|
|
2019
Q3 | $343K | Sell |
5,550
-225
| -4% | -$13.9K | 0.35% | 57 |
|
|
2019
Q2 | $319K | Sell |
5,775
-25
| -0.4% | -$1.38K | 0.33% | 57 |
|
|
2019
Q1 | $299K | Hold |
5,800
| – | – | 0.32% | 58 |
|
|
2018
Q4 | $254K | Buy |
+5,800
| New | +$254K | 0.29% | 55 |
|