Atherton Lane Advisers’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $302K | Hold |
6,449
| – | – | 0.02% | 186 |
|
|
2015
Q3 | $288K | Hold |
6,449
| – | – | 0.02% | 184 |
|
|
2015
Q2 | $270K | Sell |
6,449
-2,900
| -31% | -$121K | 0.01% | 198 |
|
|
2015
Q1 | $414K | Sell |
9,349
-311
| -3% | -$13.8K | 0.02% | 179 |
|
|
2014
Q4 | $474K | Buy |
9,660
+4,210
| +77% | +$207K | 0.03% | 185 |
|
|
2014
Q3 | $238K | Hold |
5,450
| – | – | 0.01% | 236 |
|
|
2014
Q2 | $247K | Buy |
+5,450
| New | +$247K | 0.01% | 243 |
|
|
2014
Q1 | – | Sell |
-4,950
| Closed | -$203K | – | 164 |
|
|
2013
Q4 | $203K | Buy |
+4,950
| New | +$203K | 0.01% | 147 |
|