Wealthspire Advisors (Maryland)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $547K | Buy |
10,080
+482
| +5% | +$26.2K | 0.02% | 252 |
|
|
2020
Q2 | $498K | Sell |
9,598
-487
| -5% | -$25.3K | 0.04% | 257 |
|
|
2020
Q1 | $546K | Buy |
10,085
+150
| +2% | +$8.12K | 0.05% | 219 |
|
|
2019
Q4 | $633K | Buy |
9,935
+720
| +8% | +$45.9K | 0.04% | 235 |
|
|
2019
Q3 | $569K | Buy |
9,215
+1,512
| +20% | +$93.4K | 0.04% | 237 |
|
|
2019
Q2 | $426K | Sell |
7,703
-799
| -9% | -$44.2K | 0.03% | 280 |
|
|
2019
Q1 | $439K | Sell |
8,502
-478
| -5% | -$24.7K | 0.03% | 275 |
|
|
2018
Q4 | $394K | Buy |
8,980
+1,388
| +18% | +$60.9K | 0.04% | 265 |
|
|
2018
Q3 | $331K | Sell |
7,592
-207
| -3% | -$9.03K | 0.03% | 333 |
|
|
2018
Q2 | $361K | Sell |
7,799
-920
| -11% | -$42.6K | 0.03% | 311 |
|
|
2018
Q1 | $389K | Sell |
8,719
-717
| -8% | -$32K | 0.04% | 301 |
|
|
2017
Q4 | $454K | Sell |
9,436
-244
| -3% | -$11.7K | 0.04% | 277 |
|
|
2017
Q3 | $476K | Buy |
9,680
+870
| +10% | +$42.8K | 0.05% | 246 |
|
|
2017
Q2 | $422K | Buy |
8,810
+2,203
| +33% | +$106K | 0.05% | 262 |
|
|
2017
Q1 | $329K | Sell |
6,607
-5,153
| -44% | -$257K | 0.05% | 270 |
|
|
2016
Q4 | $578K | Buy |
11,760
+61
| +0.5% | +$3K | 0.09% | 150 |
|
|
2016
Q3 | $600K | Sell |
11,699
-2,974
| -20% | -$153K | 0.09% | 148 |
|
|
2016
Q2 | $787K | Sell |
14,673
-1,628
| -10% | -$87.3K | 0.13% | 117 |
|
|
2016
Q1 | $843K | Buy |
16,301
+11,173
| +218% | +$578K | 0.15% | 103 |
|
|
2015
Q4 | $240K | Buy |
+5,128
| New | +$240K | 0.04% | 314 |
|