Stewardship Financial Advisors’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 | $2.01M | Sell |
32,302
-6,661
| -17% | -$414K | 0.7% | 22 |
|
|
2020
Q4 | $2.39M | Buy |
38,963
+8,042
| +26% | +$494K | 0.87% | 21 |
|
|
2020
Q3 | $1.68M | Sell |
30,921
-67
| -0.2% | -$3.63K | 0.69% | 22 |
|
|
2020
Q2 | $1.61M | Buy |
30,988
+6,841
| +28% | +$355K | 0.71% | 20 |
|
|
2020
Q1 | $1.31M | Sell |
24,147
-7,538
| -24% | -$408K | 0.67% | 22 |
|
|
2019
Q4 | $2.02M | Buy |
31,685
+10,023
| +46% | +$638K | 0.74% | 21 |
|
|
2019
Q3 | $1.34M | Buy |
21,662
+142
| +0.7% | +$8.77K | 0.56% | 26 |
|
|
2019
Q2 | $1.19M | Buy |
21,520
+4,602
| +27% | +$254K | 0.51% | 27 |
|
|
2019
Q1 | $874K | Sell |
16,918
-40
| -0.2% | -$2.07K | 0.4% | 29 |
|
|
2018
Q4 | $745K | Hold |
16,958
| – | – | 0.38% | 29 |
|
|
2018
Q3 | $739K | Hold |
16,958
| – | – | 0.35% | 32 |
|
|
2018
Q2 | $785K | Buy |
16,958
+1,294
| +8% | +$59.9K | 0.39% | 31 |
|
|
2018
Q1 | $700K | Buy |
15,664
+245
| +2% | +$10.9K | 0.35% | 31 |
|
|
2017
Q4 | $741K | Sell |
15,419
-38
| -0.2% | -$1.83K | 0.38% | 32 |
|
|
2017
Q3 | $760K | Sell |
15,457
-979
| -6% | -$48.1K | 0.44% | 30 |
|
|
2017
Q2 | $787K | Sell |
16,436
-3,697
| -18% | -$177K | 0.48% | 29 |
|
|
2017
Q1 | $1M | Sell |
20,133
-33
| -0.2% | -$1.64K | 0.63% | 26 |
|
|
2016
Q4 | $992K | Sell |
20,166
-17,722
| -47% | -$872K | 0.62% | 30 |
|
|
2016
Q3 | $1.94M | Buy |
37,888
+18,004
| +91% | +$924K | 1.25% | 19 |
|
|
2016
Q2 | $1.07M | Buy |
+19,884
| New | +$1.07M | 0.73% | 28 |
|