Sun Life Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,367
| Closed | -$271K | – | 425 |
|
|
2021
Q1 | $271K | Buy |
4,367
+49
| +1% | +$3.04K | 0.02% | 105 |
|
|
2020
Q4 | $265K | Sell |
4,318
-6,257
| -59% | -$384K | 0.03% | 95 |
|
|
2020
Q3 | $573K | Buy |
10,575
+409
| +4% | +$22.2K | 0.09% | 73 |
|
|
2020
Q2 | $527K | Buy |
10,166
+111
| +1% | +$5.75K | 0.1% | 77 |
|
|
2020
Q1 | $544K | Sell |
10,055
-2,867
| -22% | -$155K | 0.14% | 51 |
|
|
2019
Q4 | $823K | Sell |
12,922
-7,066
| -35% | -$450K | 0.22% | 39 |
|
|
2019
Q3 | $1.24M | Buy |
19,988
+5,333
| +36% | +$330K | 0.32% | 40 |
|
|
2019
Q2 | $810K | Sell |
14,655
-16,265
| -53% | -$899K | 0.2% | 40 |
|
|
2019
Q1 | $1.6M | Sell |
30,920
-5,070
| -14% | -$262K | 0.35% | 36 |
|
|
2018
Q4 | $1.58M | Sell |
35,990
-4,535
| -11% | -$199K | 0.33% | 41 |
|
|
2018
Q3 | $1.77M | Sell |
40,525
-4,583
| -10% | -$200K | 0.32% | 47 |
|
|
2018
Q2 | $2.09M | Buy |
45,108
+43,032
| +2,073% | +$1.99M | 0.3% | 35 |
|
|
2018
Q1 | $46.5K | Sell |
2,076
-35,701
| -95% | -$799K | 0.42% | 40 |
|
|
2017
Q4 | $1.82M | Buy |
37,777
+20,199
| +115% | +$972K | 0.19% | 45 |
|
|
2017
Q3 | $864K | Buy |
17,578
+5,149
| +41% | +$253K | 0.09% | 86 |
|
|
2017
Q2 | $595K | Buy |
12,429
+12,149
| +4,339% | +$582K | 0.06% | 107 |
|
|
2017
Q1 | $5.63K | Buy |
280
+59
| +27% | +$1.19K | 0.01% | 73 |
|
|
2016
Q4 | $4.5K | Buy |
+221
| New | +$4.5K | 0.05% | 49 |
|