Armbruster Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-100
| Closed | -$5K | – | 284 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 238 |
|
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 246 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 242 |
|
|
2016
Q2 | $5K | Sell |
100
-125
| -56% | -$6.25K | ﹤0.01% | 244 |
|
|
2016
Q1 | $12K | Hold |
225
| – | – | 0.01% | 229 |
|
|
2015
Q4 | $11K | Buy |
+225
| New | +$11K | 0.01% | 230 |
|