A.D. Beadell Investment Counsel’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $680K | Hold |
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|
2016
Q4 | $672K | Hold |
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|
2016
Q3 | $701K | Sell |
|
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|
2016
Q2 | $826K | Sell |
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|
2016
Q1 | $929K | Sell |
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|
2015
Q4 | $934K | Hold |
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|
2015
Q3 | $892K | Buy |
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|
2015
Q2 | $813K | Hold |
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|
2015
Q1 | $859K | Buy |
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|
2014
Q4 | $909K | Hold |
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|
2014
Q3 | $808K | Buy |
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|
2014
Q2 | $822K | Hold |
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|
2014
Q1 | $796K | Hold |
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|
2013
Q4 | $744K | Buy |
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|
2013
Q3 | $729K | Sell |
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|
2013
Q2 | $799K | Buy |
|