Wolverine Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,329
| Closed | -$776K | – | 2113 |
|
|
2021
Q4 | $776K | Buy |
11,329
+9,533
| +531% | +$653K | 0.01% | 676 |
|
|
2021
Q3 | $111K | Sell |
1,796
-717
| -29% | -$44.3K | ﹤0.01% | 1007 |
|
|
2021
Q2 | $152K | Buy |
+2,513
| New | +$152K | ﹤0.01% | 1138 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1997 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1588 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1491 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1499 |
|
|
2019
Q1 | – | Sell |
-292
| Closed | -$12K | – | 1229 |
|
|
2018
Q4 | $12K | Hold |
292
| – | – | ﹤0.01% | 1023 |
|
|
2018
Q3 | $12K | Sell |
292
-1,336
| -82% | -$54.9K | ﹤0.01% | 979 |
|
|
2018
Q2 | $75K | Hold |
1,628
| – | – | ﹤0.01% | 821 |
|
|
2018
Q1 | $72K | Sell |
1,628
-4,917
| -75% | -$217K | ﹤0.01% | 851 |
|
|
2017
Q4 | $314K | Buy |
6,545
+1,030
| +19% | +$49.4K | ﹤0.01% | 614 |
|
|
2017
Q3 | $271K | Sell |
5,515
-1,085
| -16% | -$53.3K | ﹤0.01% | 552 |
|
|
2017
Q2 | $316K | Buy |
+6,600
| New | +$316K | ﹤0.01% | 531 |
|
|
2016
Q1 | – | Sell |
-2,700
| Closed | -$126K | – | 1073 |
|
|
2015
Q4 | $126K | Sell |
2,700
-200
| -7% | -$9.33K | ﹤0.01% | 709 |
|
|
2015
Q3 | $129K | Hold |
2,900
| – | – | ﹤0.01% | 733 |
|
|
2015
Q2 | $121K | Hold |
2,900
| – | – | ﹤0.01% | 764 |
|
|
2015
Q1 | $128K | Buy |
2,900
+2,000
| +222% | +$88.3K | ﹤0.01% | 731 |
|
|
2014
Q4 | $44K | Sell |
900
-6,200
| -87% | -$303K | ﹤0.01% | 921 |
|
|
2014
Q3 | $309K | Buy |
7,100
+3,800
| +115% | +$165K | 0.01% | 678 |
|
|
2014
Q2 | $149K | Buy |
3,300
+3,200
| +3,200% | +$144K | ﹤0.01% | 725 |
|
|
2014
Q1 | $4K | Sell |
100
-16,700
| -99% | -$668K | ﹤0.01% | 1038 |
|
|
2013
Q4 | $690K | Buy |
16,800
+13,600
| +425% | +$559K | 0.01% | 533 |
|
|
2013
Q3 | $131K | Sell |
3,200
-4,900
| -60% | -$201K | ﹤0.01% | 920 |
|
|
2013
Q2 | $357K | Buy |
+8,100
| New | +$357K | 0.01% | 635 |
|