Strategic Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,456
| Closed | -$242K | – | 208 |
|
|
2020
Q3 | $242K | Sell |
4,456
-1,959
| -31% | -$106K | 0.08% | 160 |
|
|
2020
Q2 | $333K | Buy |
6,415
+545
| +9% | +$28.3K | 0.13% | 124 |
|
|
2020
Q1 | $318K | Sell |
5,870
-448
| -7% | -$24.3K | 0.15% | 109 |
|
|
2019
Q4 | $402K | Sell |
6,318
-993
| -14% | -$63.2K | 0.17% | 103 |
|
|
2019
Q3 | $451K | Buy |
7,311
+490
| +7% | +$30.2K | 0.22% | 80 |
|
|
2019
Q2 | $377K | Buy |
6,821
+601
| +10% | +$33.2K | 0.21% | 81 |
|
|
2019
Q1 | $321K | Buy |
6,220
+572
| +10% | +$29.5K | 0.22% | 83 |
|
|
2018
Q4 | $248K | Buy |
+5,648
| New | +$248K | 0.22% | 92 |
|