Boston Private Bank & Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $680K | Sell |
15,368
-850
| -5% | -$37.6K | 0.03% | 263 |
|
|
2014
Q4 | $796K | Sell |
16,218
-670
| -4% | -$32.9K | 0.04% | 255 |
|
|
2014
Q3 | $737K | Sell |
16,888
-50
| -0.3% | -$2.18K | 0.04% | 258 |
|
|
2014
Q2 | $769K | Sell |
16,938
-8,560
| -34% | -$389K | 0.04% | 253 |
|
|
2014
Q1 | $1.12M | Sell |
25,498
-5,750
| -18% | -$253K | 0.06% | 228 |
|
|
2013
Q4 | $1.29M | Sell |
31,248
-24,959
| -44% | -$1.03M | 0.06% | 215 |
|
|
2013
Q3 | $2.32M | Sell |
56,207
-39,468
| -41% | -$1.63M | 0.13% | 164 |
|
|
2013
Q2 | $4.22M | Buy |
+95,675
| New | +$4.22M | 0.25% | 119 |
|