Asset Planning Services (Pennsylvania)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-272
| Closed | -$12K | – | 281 |
|
|
2018
Q1 | $12K | Hold |
272
| – | – | 0.01% | 196 |
|
|
2017
Q4 | $13K | Sell |
272
-225
| -45% | -$10.8K | 0.01% | 196 |
|
|
2017
Q3 | $24K | Hold |
497
| – | – | 0.01% | 188 |
|
|
2017
Q2 | $24K | Hold |
497
| – | – | 0.02% | 178 |
|
|
2017
Q1 | $25K | Hold |
497
| – | – | 0.02% | 179 |
|
|
2016
Q4 | $24K | Hold |
497
| – | – | 0.02% | 160 |
|
|
2016
Q3 | $25K | Hold |
497
| – | – | 0.02% | 152 |
|
|
2016
Q2 | $27K | Hold |
497
| – | – | 0.02% | 161 |
|
|
2016
Q1 | $26K | Hold |
497
| – | – | 0.02% | 158 |
|
|
2015
Q4 | $23K | Hold |
497
| – | – | 0.02% | 131 |
|
|
2015
Q3 | $22K | Hold |
497
| – | – | 0.02% | 127 |
|
|
2015
Q2 | $21K | Buy |
+497
| New | +$21K | 0.02% | 144 |
|