Analytic Investors’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
Q3 | $105M | Buy |
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|
2016
Q2 | $102M | Sell |
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|
2016
Q1 | $98.8M | Sell |
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|
2015
Q4 | $93.4M | Sell |
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|
2015
Q3 | $136M | Sell |
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|
2015
Q2 | $143M | Sell |
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|
2015
Q1 | $161M | Buy |
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|
2014
Q4 | $140M | Buy |
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|
2014
Q3 | $69.3M | Buy |
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|
2014
Q2 | $59.5M | Buy |
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|
2014
Q1 | $25.9M | Sell |
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|
2013
Q4 | $52.1M | Sell |
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|
2013
Q3 | $98.2M | Buy |
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|
2013
Q2 | $77.6M | Buy |
|