Sullivan, Bruyette, Speros & Blaney’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $637K | Buy |
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|
2020
Q4 | $615K | Sell |
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|
2020
Q3 | $601K | Sell |
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|
2020
Q2 | $594K | Sell |
|
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|
2020
Q1 | $695K | Buy |
|
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|
2019
Q4 | $811K | Buy |
|
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|
2019
Q3 | $776K | Hold |
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|
2019
Q2 | $695K | Buy |
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|
2019
Q1 | $603K | Hold |
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|
2018
Q4 | $513K | Sell |
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|
2018
Q3 | $520K | Buy |
|
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|
2018
Q2 | $482K | Hold |
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|
2018
Q1 | $465K | Buy |
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|
2017
Q4 | $499K | Hold |
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|
2017
Q3 | $510K | Sell |
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|
2017
Q2 | $555K | Buy |
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|
2017
Q1 | $572K | Sell |
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|
2016
Q4 | $602K | Sell |
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|
2016
Q3 | $688K | Sell |
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|
2016
Q2 | $729K | Buy |
|