Aspiriant Holdings S3’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $840K | Buy |
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|
2015
Q3 | $767K | Buy |
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|
2015
Q2 | $657K | Sell |
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|
2015
Q1 | $1.08M | Sell |
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|
2014
Q4 | $1.22M | Buy |
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|
2014
Q3 | $1.08M | Buy |
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|
2014
Q2 | $1.02M | Buy |
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|
2014
Q1 | $953K | Buy |
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|
2013
Q4 | $777K | Sell |
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|
2013
Q3 | $852K | Buy |
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|
2013
Q2 | $746K | Buy |
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