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Asset Planning Services (Pennsylvania)’s Southern Company SO Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$11.5K 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 +$21.7K 0.02% 144

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return