Arcadia Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-343
| Closed | -$16K | – | 330 |
|
|
2018
Q2 | $16K | Hold |
343
| – | – | ﹤0.01% | 292 |
|
|
2018
Q1 | $15K | Buy |
+343
| New | +$15K | ﹤0.01% | 298 |
|
|
2016
Q4 | – | Sell |
-413
| Closed | -$21K | – | 341 |
|
|
2016
Q3 | $21K | Sell |
413
-96
| -19% | -$4.88K | 0.01% | 270 |
|
|
2016
Q2 | $27K | Hold |
509
| – | – | 0.01% | 285 |
|
|
2016
Q1 | $26K | Buy |
509
+96
| +23% | +$4.9K | 0.01% | 203 |
|
|
2015
Q4 | $19K | Buy |
+413
| New | +$19K | 0.01% | 225 |
|