Alerus Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.76M | Buy |
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|
2015
Q4 | $1.16M | Buy |
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|
2015
Q3 | $942K | Buy |
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|
2015
Q2 | $812K | Hold |
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|
2015
Q1 | $814K | Buy |
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|
2014
Q4 | $620K | Buy |
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|
2014
Q3 | $525K | Buy |
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|
2014
Q2 | $390K | Buy |
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|
2014
Q1 | $369K | Buy |
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|
2013
Q4 | $256K | Buy |
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|
2013
Q3 | $235K | Sell |
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|
2013
Q2 | $297K | Buy |
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