Yorktown Management & Research Company’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,200
| Closed | -$336K | – | 254 |
|
|
2020
Q3 | $336K | Buy |
6,200
+200
| +3% | +$10.8K | 0.31% | 159 |
|
|
2020
Q2 | $311K | Sell |
6,000
-1,600
| -21% | -$82.9K | 0.28% | 170 |
|
|
2020
Q1 | $411K | Sell |
7,600
-7,100
| -48% | -$384K | 0.42% | 85 |
|
|
2019
Q4 | $936K | Hold |
14,700
| – | – | 0.5% | 71 |
|
|
2019
Q3 | $908K | Hold |
14,700
| – | – | 0.49% | 65 |
|
|
2019
Q2 | $813K | Buy |
+14,700
| New | +$813K | 0.31% | 86 |
|
|
2018
Q1 | – | Sell |
-6,000
| Closed | -$289K | – | 389 |
|
|
2017
Q4 | $289K | Buy |
+6,000
| New | +$289K | 0.08% | 304 |
|
|
2015
Q4 | – | Sell |
-55,500
| Closed | -$2.48M | – | 448 |
|
|
2015
Q3 | $2.48M | Buy |
+55,500
| New | +$2.48M | 0.41% | 76 |
|
|
2013
Q3 | – | Sell |
-26,000
| Closed | -$1.15M | – | 388 |
|
|
2013
Q2 | $1.15M | Buy |
+26,000
| New | +$1.15M | 0.24% | 73 |
|