WEC
Winslow Evans & Crocker’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $317K | Buy |
5,151
+2,331
| +83% | +$143K | 0.06% | 259 |
|
|
2020
Q3 | $153K | Sell |
2,820
-90
| -3% | -$4.88K | 0.04% | 304 |
|
|
2020
Q2 | $151K | Sell |
2,910
-5,898
| -67% | -$306K | 0.04% | 297 |
|
|
2020
Q1 | $478K | Sell |
8,808
-750
| -8% | -$40.7K | 0.16% | 135 |
|
|
2019
Q4 | $610K | Sell |
9,558
-658
| -6% | -$42K | 0.16% | 136 |
|
|
2019
Q3 | $632K | Sell |
10,216
-74
| -0.7% | -$4.58K | 0.18% | 124 |
|
|
2019
Q2 | $572K | Buy |
10,290
+3,502
| +52% | +$195K | 0.16% | 142 |
|
|
2019
Q1 | $352K | Sell |
6,788
-192
| -3% | -$9.96K | 0.1% | 210 |
|
|
2018
Q4 | $308K | Sell |
6,980
-196
| -3% | -$8.65K | 0.1% | 203 |
|
|
2018
Q3 | $314K | Sell |
7,176
-446
| -6% | -$19.5K | 0.1% | 204 |
|
|
2018
Q2 | $354K | Buy |
7,622
+846
| +12% | +$39.3K | 0.11% | 185 |
|
|
2018
Q1 | $303K | Buy |
6,776
+3,300
| +95% | +$147K | 0.1% | 197 |
|
|
2017
Q4 | $167K | Hold |
3,476
| – | – | 0.05% | 289 |
|
|
2017
Q3 | $171K | Sell |
3,476
-1,787
| -34% | -$87.8K | 0.06% | 281 |
|
|
2017
Q2 | $254K | Buy |
5,263
+2,181
| +71% | +$105K | 0.07% | 281 |
|
|
2017
Q1 | $153K | Sell |
3,082
-142
| -4% | -$7.06K | 0.05% | 336 |
|
|
2016
Q4 | $158K | Sell |
3,224
-1,200
| -27% | -$59K | 0.05% | 321 |
|
|
2016
Q3 | $227K | Sell |
4,424
-74
| -2% | -$3.79K | 0.06% | 285 |
|
|
2016
Q2 | $241K | Buy |
4,498
+296
| +7% | +$15.9K | 0.07% | 255 |
|
|
2016
Q1 | $217K | Sell |
4,202
-13,014
| -76% | -$673K | 0.07% | 260 |
|
|
2015
Q4 | $805K | Buy |
17,216
+2,350
| +16% | +$110K | 0.23% | 100 |
|
|
2015
Q3 | $664K | Buy |
14,866
+11,736
| +375% | +$525K | 0.21% | 112 |
|
|
2015
Q2 | $131K | Sell |
3,130
-3,088
| -50% | -$129K | 0.04% | 374 |
|
|
2015
Q1 | $275K | Sell |
6,218
-700
| -10% | -$31K | 0.08% | 254 |
|
|
2014
Q4 | $340K | Sell |
6,918
-300
| -4% | -$14.7K | 0.1% | 212 |
|
|
2014
Q3 | $315K | Buy |
7,218
+701
| +11% | +$30.6K | 0.09% | 236 |
|
|
2014
Q2 | $296K | Hold |
6,517
| – | – | 0.1% | 216 |
|
|
2014
Q1 | $286K | Hold |
6,517
| – | – | 0.1% | 219 |
|
|
2013
Q4 | $268K | Buy |
+6,517
| New | +$268K | 0.09% | 234 |
|