AA
Apriem Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-779
| Closed | -$36K | – | 340 |
|
|
2018
Q2 | $36K | Buy |
+779
| New | +$36K | 0.01% | 279 |
|
|
2017
Q2 | – | Sell |
-835
| Closed | -$42K | – | 479 |
|
|
2017
Q1 | $42K | Buy |
835
+2
| +0.2% | +$101 | 0.01% | 255 |
|
|
2016
Q4 | $41K | Buy |
833
+72
| +9% | +$3.54K | 0.01% | 256 |
|
|
2016
Q3 | $39K | Buy |
761
+3
| +0.4% | +$154 | 0.01% | 248 |
|
|
2016
Q2 | $41K | Buy |
758
+2
| +0.3% | +$108 | 0.01% | 252 |
|
|
2016
Q1 | $39K | Buy |
756
+56
| +8% | +$2.89K | 0.02% | 237 |
|
|
2015
Q4 | $33K | Hold |
700
| – | – | 0.01% | 238 |
|
|
2015
Q3 | $31K | Hold |
700
| – | – | 0.01% | 239 |
|
|
2015
Q2 | $29K | Hold |
700
| – | – | 0.01% | 266 |
|
|
2015
Q1 | $31K | Buy |
700
+200
| +40% | +$8.86K | 0.01% | 256 |
|
|
2014
Q4 | $25K | Sell |
500
-493
| -50% | -$24.7K | 0.01% | 267 |
|
|
2014
Q3 | $43K | Buy |
993
+100
| +11% | +$4.33K | 0.02% | 219 |
|
|
2014
Q2 | $41K | Buy |
893
+393
| +79% | +$18K | 0.02% | 211 |
|
|
2014
Q1 | $22K | Hold |
500
| – | – | 0.01% | 290 |
|
|
2013
Q4 | $21K | Hold |
500
| – | – | 0.01% | 287 |
|
|
2013
Q3 | $21K | Hold |
500
| – | – | 0.01% | 278 |
|
|
2013
Q2 | $22K | Buy |
+500
| New | +$22K | 0.01% | 269 |
|