Winslow Evans & Crocker’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
Q4 | $317K | Buy |
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|
2020
Q3 | $153K | Sell |
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|
2020
Q2 | $151K | Sell |
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|
2020
Q1 | $478K | Sell |
|
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|
2019
Q4 | $610K | Sell |
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|
2019
Q3 | $632K | Sell |
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|
2019
Q2 | $572K | Buy |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $308K | Sell |
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|
2018
Q3 | $314K | Sell |
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|
2018
Q2 | $354K | Buy |
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|
2018
Q1 | $303K | Buy |
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|
2017
Q4 | $167K | Hold |
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|
2017
Q3 | $171K | Sell |
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|
2017
Q2 | $254K | Buy |
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|
2017
Q1 | $153K | Sell |
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|
2016
Q4 | $158K | Sell |
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $241K | Buy |
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|
2016
Q1 | $217K | Sell |
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|
2015
Q4 | $805K | Buy |
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|
2015
Q3 | $664K | Buy |
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|
2015
Q2 | $131K | Sell |
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|
2015
Q1 | $275K | Sell |
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|
2014
Q4 | $340K | Sell |
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|
2014
Q3 | $315K | Buy |
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|
2014
Q2 | $296K | Hold |
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|
2014
Q1 | $286K | Hold |
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|
2013
Q4 | $268K | Buy |
|