Beacon Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $468K | Buy |
|
|||||
|
2016
Q4 | $436K | Sell |
|
|||||
|
2016
Q3 | $462K | Sell |
|
|||||
|
2016
Q2 | $501K | Sell |
|
|||||
|
2016
Q1 | $526K | Sell |
|
|||||
|
2015
Q4 | $482K | Sell |
|
|||||
|
2015
Q3 | $521K | Sell |
|
|||||
|
2015
Q2 | $531K | Sell |
|
|||||
|
2015
Q1 | $633K | Buy |
|
|||||
|
2014
Q4 | $640K | Buy |
|
|||||
|
2014
Q3 | $542K | Buy |
|
|||||
|
2014
Q2 | $481K | Sell |
|
|||||
|
2014
Q1 | $496K | Sell |
|
|||||
|
2013
Q4 | $491K | Sell |
|
|||||
|
2013
Q3 | $496K | Buy |
|
|||||
|
2013
Q2 | $523K | Buy |
|