Willingdon Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $49K | Sell |
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|
2019
Q3 | $51K | Buy |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $36K | Sell |
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|
2018
Q3 | $39K | Buy |
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|
2018
Q2 | $38K | Hold |
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|
2018
Q1 | $36K | Sell |
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|
2017
Q4 | $84K | Buy |
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|
2017
Q3 | $67K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.1M | Sell |
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|
2016
Q3 | $1.16M | Sell |
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|
2016
Q2 | $1.41M | Sell |
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|
2016
Q1 | $3.46M | Buy |
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|
2015
Q4 | $1.69M | Buy |
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|
2015
Q3 | $1.33M | Buy |
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|
2015
Q2 | $1.2M | Sell |
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|
2015
Q1 | $1.31M | Sell |
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|
2014
Q4 | $1.69M | Sell |
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|
2014
Q3 | $1.56M | Buy |
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|
2014
Q2 | $1.51M | Sell |
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|
2014
Q1 | $2.16M | Buy |
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|
2013
Q4 | $1.8M | Buy |
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