Whitnell & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $56K | Hold |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $46K | Hold |
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|
2018
Q4 | $39K | Hold |
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|
2018
Q3 | $39K | Hold |
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|
2018
Q2 | $41K | Hold |
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|
2018
Q1 | $40K | Sell |
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|
2017
Q4 | $151K | Hold |
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|
2017
Q3 | $154K | Hold |
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|
2017
Q2 | $150K | Hold |
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|
2017
Q1 | $156K | Hold |
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|
2016
Q4 | $154K | Sell |
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|
2016
Q3 | $263K | Sell |
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|
2016
Q2 | $297K | Sell |
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|
2016
Q1 | $294K | Hold |
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|
2015
Q4 | $266K | Hold |
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|
2015
Q3 | $254K | Hold |
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|
2015
Q2 | $238K | Buy |
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|
2015
Q1 | $223K | Hold |
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|
2014
Q4 | $248K | Buy |
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|
2014
Q3 | $209K | Sell |
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|
2014
Q2 | $225K | Sell |
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|
2014
Q1 | $236K | Sell |
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|
2013
Q4 | $245K | Sell |
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|
2013
Q3 | $280K | Hold |
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|
2013
Q2 | $300K | Buy |
|