Vigilant Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $49K | Hold |
700
| – | – | ﹤0.01% | 276 |
|
|
2023
Q1 | $49K | Sell |
700
-1,000
| -59% | -$70K | ﹤0.01% | 275 |
|
|
2022
Q4 | $121K | Hold |
1,700
| – | – | 0.01% | 191 |
|
|
2022
Q3 | $116K | Sell |
1,700
-500
| -23% | -$34.1K | 0.01% | 201 |
|
|
2022
Q2 | $157K | Hold |
2,200
| – | – | 0.01% | 173 |
|
|
2022
Q1 | $160K | Hold |
2,200
| – | – | 0.01% | 188 |
|
|
2021
Q4 | $151K | Buy |
2,200
+1,943
| +756% | +$133K | 0.01% | 220 |
|
|
2021
Q3 | $16K | Buy |
+257
| New | +$16K | ﹤0.01% | 395 |
|
|
2021
Q1 | – | Sell |
-1,174
| Closed | -$72K | – | 384 |
|
|
2020
Q4 | $72K | Sell |
1,174
-1,100
| -48% | -$67.5K | 0.01% | 198 |
|
|
2020
Q3 | $123K | Buy |
2,274
+174
| +8% | +$9.41K | 0.01% | 167 |
|
|
2020
Q2 | $109K | Buy |
+2,100
| New | +$109K | 0.01% | 167 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$6K | – | 429 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 442 |
|
|
2019
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 358 |
|
|
2019
Q2 | – | Sell |
-128
| Closed | -$7K | – | 476 |
|
|
2019
Q1 | $7K | Sell |
128
-551
| -81% | -$30.1K | ﹤0.01% | 369 |
|
|
2018
Q4 | $30K | Buy |
+679
| New | +$30K | ﹤0.01% | 293 |
|
|
2015
Q4 | – | Sell |
-350
| Closed | -$16K | – | 280 |
|
|
2015
Q3 | $16K | Hold |
350
| – | – | ﹤0.01% | 219 |
|
|
2015
Q2 | $15K | Sell |
350
-610
| -64% | -$26.1K | ﹤0.01% | 244 |
|
|
2015
Q1 | $43K | Sell |
960
-138,872
| -99% | -$6.22M | 0.01% | 180 |
|
|
2014
Q4 | $6.87M | Sell |
139,832
-2,093
| -1% | -$103K | 1.36% | 34 |
|
|
2014
Q3 | $6.2M | Sell |
141,925
-695
| -0.5% | -$30.3K | 1.34% | 37 |
|
|
2014
Q2 | $6.47M | Buy |
142,620
+310
| +0.2% | +$14.1K | 1.44% | 35 |
|
|
2014
Q1 | $6.25M | Buy |
142,310
+3,015
| +2% | +$132K | 1.48% | 32 |
|
|
2013
Q4 | $5.73M | Buy |
139,295
+14,255
| +11% | +$586K | 1.4% | 38 |
|
|
2013
Q3 | $5.15M | Buy |
125,040
+9,030
| +8% | +$372K | 1.46% | 35 |
|
|
2013
Q2 | $5.12M | Buy |
+116,010
| New | +$5.12M | 1.52% | 29 |
|