Voya Financial Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,903
| Closed | -$201K | – | 241 |
|
|
2023
Q2 | $201K | Sell |
2,903
-278
| -9% | -$19.9K | 0.02% | 228 |
|
|
2023
Q1 | $220K | Buy |
3,181
+244
| +8% | +$16.4K | 0.03% | 216 |
|
|
2022
Q4 | $212K | Buy |
+2,937
| New | +$196K | 0.03% | 224 |
|
|
2021
Q2 | – | Sell |
-40,540
| Closed | -$2.5M | – | 547 |
|
|
2021
Q1 | $2.5M | Sell |
40,540
-3,076
| -7% | -$184K | 0.1% | 172 |
|
|
2020
Q4 | $2.64M | Sell |
43,616
-77
| -0.2% | -$4.63K | 0.11% | 151 |
|
|
2020
Q3 | $2.35M | Sell |
43,693
-3,026
| -6% | -$162K | 0.12% | 135 |
|
|
2020
Q2 | $2.41M | Buy |
46,719
+2,035
| +5% | +$113K | 0.13% | 122 |
|
|
2020
Q1 | $2.59M | Sell |
44,684
-56,961
| -56% | -$3.61M | 0.14% | 104 |
|
|
2019
Q4 | $6.44M | Sell |
101,645
-2,243
| -2% | -$139K | 0.32% | 61 |
|
|
2019
Q3 | $6.42M | Sell |
103,888
-3,380
| -3% | -$196K | 0.35% | 56 |
|
|
2019
Q2 | $5.91M | Buy |
107,268
+4,840
| +5% | +$259K | 0.32% | 64 |
|
|
2019
Q1 | $5.26M | Buy |
102,428
+7,410
| +8% | +$363K | 0.31% | 70 |
|
|
2018
Q4 | $4.18M | Buy |
95,018
+2,580
| +3% | +$117K | 0.28% | 75 |
|
|
2018
Q3 | $4M | Buy |
92,438
+1,555
| +2% | +$71.7K | 0.23% | 83 |
|
|
2018
Q2 | $4.21M | Sell |
90,883
-8,727
| -9% | -$391K | 0.27% | 74 |
|
|
2018
Q1 | $4.45M | Sell |
99,610
-1,554
| -2% | -$69K | 0.3% | 71 |
|
|
2017
Q4 | $4.88M | Sell |
101,164
-6,204
| -6% | -$316K | 0.31% | 67 |
|
|
2017
Q3 | $5.25M | Sell |
107,368
-7,785
| -7% | -$377K | 0.35% | 62 |
|
|
2017
Q2 | $5.56M | Buy |
115,153
+742
| +0.6% | +$37.2K | 0.4% | 57 |
|
|
2017
Q1 | $5.71M | Buy |
114,411
+16,551
| +17% | +$818K | 0.44% | 48 |
|
|
2016
Q4 | $4.83M | Buy |
97,860
+19,828
| +25% | +$974K | 0.42% | 48 |
|
|
2016
Q3 | $4.06M | Buy |
78,032
+18,988
| +32% | +$1,000K | 0.41% | 50 |
|
|
2016
Q2 | $3.08M | Buy |
59,044
+19,722
| +50% | +$992K | 0.36% | 53 |
|
|
2016
Q1 | $2.01M | Sell |
39,322
-9,933
| -20% | -$484K | 0.28% | 67 |
|
|
2015
Q4 | $2.33M | Buy |
49,255
+8,977
| +22% | +$407K | 0.34% | 56 |
|
|
2015
Q3 | $1.78M | Buy |
40,278
+1,585
| +4% | +$69.5K | 0.32% | 58 |
|
|
2015
Q2 | $1.62M | Sell |
38,693
-120
| -0.3% | -$5.23K | 0.29% | 67 |
|
|
2015
Q1 | $1.72M | Buy |
+38,813
| New | +$1.84M | 0.34% | 71 |
|
Other funds holding SO
