Bellwether Investment Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $234K | Buy |
4,881
+19
| +0.4% | +$911 | 0.94% | 52 |
|
|
2017
Q3 | $239K | Buy |
4,862
+21
| +0.4% | +$1.03K | 1.12% | 41 |
|
|
2017
Q2 | $232K | Sell |
4,841
-440
| -8% | -$21.1K | 1.07% | 46 |
|
|
2017
Q1 | $263K | Sell |
5,281
-9,288
| -64% | -$463K | 0.69% | 39 |
|
|
2016
Q4 | $717K | Buy |
+14,569
| New | +$717K | 0.64% | 28 |
|
|
2016
Q2 | $621K | Buy |
+11,588
| New | +$621K | 0.68% | 28 |
|