Ancora Family Wealth Advisors’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$1.03M Buy
20,001
+6,002
+43% +$308K 0.35% 80
2016
Q2
$751K Buy
13,999
+450
+3% +$24.1K 0.28% 91
2016
Q1
$701K Sell
13,549
-480
-3% -$24.8K 0.29% 103
2015
Q4
$656K Buy
14,029
+2,621
+23% +$123K 0.28% 109
2015
Q3
$510K Buy
+11,408
New +$510K 0.21% 118