Summit Financial Group’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
Q1 | $698K | Sell |
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|
2023
Q4 | $704K | Hold |
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|
2023
Q3 | $649K | Sell |
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|
2023
Q2 | $733K | Hold |
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|
2023
Q1 | $726K | Hold |
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|
2022
Q4 | $745K | Hold |
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|
2022
Q3 | $709K | Sell |
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|
2022
Q2 | $800K | Hold |
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|
2022
Q1 | $814K | Sell |
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|
2021
Q4 | $783K | Hold |
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|
2021
Q3 | $707K | Hold |
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|
2021
Q2 | $691K | Buy |
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|
2021
Q1 | $690K | Sell |
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|
2020
Q4 | $709K | Buy |
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|
2020
Q3 | $625K | Buy |
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|
2020
Q2 | $547K | Sell |
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|
2020
Q1 | $576K | Hold |
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|
2019
Q4 | $678K | Sell |
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|
2019
Q3 | $686K | Buy |
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|
2019
Q2 | $571K | Sell |
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|
2019
Q1 | $536K | Hold |
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|
2018
Q4 | $455K | Hold |
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|
2018
Q3 | $452K | Buy |
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|
2018
Q2 | $479K | Sell |
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|
2018
Q1 | $471K | Buy |
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|
2017
Q4 | $393K | Sell |
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|
2017
Q3 | $456K | Buy |
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|
2017
Q2 | $411K | Buy |
|