Beacon Capital Management Inc (Ohio)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-190
| Closed | -$8K | – | 68 |
|
|
2018
Q3 | $8K | Buy |
+190
| New | +$8K | ﹤0.01% | 47 |
|
|
2018
Q2 | – | Sell |
-75
| Closed | -$3K | – | 97 |
|
|
2018
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 66 |
|
|
2017
Q2 | – | Sell |
-4
| Closed | – | – | 191 |
|
|
2017
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 193 |
|