Vantage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $80K | Sell |
1,833
-684
| -27% | -$29.9K | 0.02% | 224 |
|
|
2018
Q2 | $117K | Hold |
2,517
| – | – | 0.03% | 190 |
|
|
2018
Q1 | $112K | Sell |
2,517
-1,655
| -40% | -$73.6K | 0.03% | 185 |
|
|
2017
Q4 | $201K | Buy |
4,172
+1,655
| +66% | +$79.7K | 0.05% | 146 |
|
|
2017
Q3 | $124K | Sell |
2,517
-600
| -19% | -$29.6K | 0.03% | 171 |
|
|
2017
Q2 | $149K | Buy |
3,117
+600
| +24% | +$28.7K | 0.04% | 149 |
|
|
2017
Q1 | $125K | Sell |
2,517
-300
| -11% | -$14.9K | 0.04% | 158 |
|
|
2016
Q4 | $139K | Buy |
2,817
+964
| +52% | +$47.6K | 0.06% | 140 |
|
|
2016
Q3 | $95K | Sell |
1,853
-300
| -14% | -$15.4K | 0.04% | 165 |
|
|
2016
Q2 | $115K | Sell |
2,153
-200
| -8% | -$10.7K | 0.05% | 161 |
|
|
2016
Q1 | $122K | Buy |
2,353
+300
| +15% | +$15.6K | 0.05% | 147 |
|
|
2015
Q4 | $96K | Buy |
2,053
+200
| +11% | +$9.35K | 0.05% | 165 |
|
|
2015
Q3 | $83K | Hold |
1,853
| – | – | 0.05% | 174 |
|
|
2015
Q2 | $78K | Sell |
1,853
-500
| -21% | -$21K | 0.04% | 193 |
|
|
2015
Q1 | $104K | Buy |
2,353
+800
| +52% | +$35.4K | 0.03% | 231 |
|
|
2014
Q4 | $76K | Hold |
1,553
| – | – | 0.04% | 197 |
|
|
2014
Q3 | $68K | Hold |
1,553
| – | – | 0.04% | 198 |
|
|
2014
Q2 | $70K | Hold |
1,553
| – | – | 0.04% | 196 |
|
|
2014
Q1 | $68K | Sell |
1,553
-126
| -8% | -$5.52K | 0.04% | 184 |
|
|
2013
Q4 | $69K | Buy |
+1,679
| New | +$69K | 0.05% | 183 |
|