BIA
Bigelow Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,257
| Closed | -$231K | – | 157 |
|
|
2018
Q4 | $231K | Sell |
5,257
-200
| -4% | -$8.79K | 0.17% | 133 |
|
|
2018
Q3 | $238K | Sell |
5,457
-700
| -11% | -$30.5K | 0.16% | 136 |
|
|
2018
Q2 | $285K | Sell |
6,157
-550
| -8% | -$25.5K | 0.19% | 125 |
|
|
2018
Q1 | $300K | Buy |
+6,707
| New | +$300K | 0.2% | 125 |
|