Allegis Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,336
| Closed | -$213K | – | 278 |
|
|
2017
Q3 | $213K | Sell |
4,336
-727
| -14% | -$35.7K | 0.05% | 237 |
|
|
2017
Q2 | $242K | Sell |
5,063
-359
| -7% | -$17.2K | 0.06% | 224 |
|
|
2017
Q1 | $270K | Sell |
5,422
-820
| -13% | -$40.8K | 0.07% | 212 |
|
|
2016
Q4 | $307K | Sell |
6,242
-64
| -1% | -$3.15K | 0.1% | 178 |
|
|
2016
Q3 | $323K | Sell |
6,306
-1,368
| -18% | -$70.1K | 0.13% | 162 |
|
|
2016
Q2 | $401K | Sell |
7,674
-1,733
| -18% | -$90.6K | 0.2% | 132 |
|
|
2016
Q1 | $487K | Sell |
9,407
-1,255
| -12% | -$65K | 0.28% | 115 |
|
|
2015
Q4 | $499K | Buy |
+10,662
| New | +$499K | 0.28% | 101 |
|