Boulegeris Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-14,960
| Closed | -$693K | – | 42 |
|
|
2018
Q2 | $693K | Buy |
14,960
+1,645
| +12% | +$76.2K | 0.35% | 41 |
|
|
2018
Q1 | $595K | Buy |
13,315
+625
| +5% | +$27.9K | 0.33% | 41 |
|
|
2017
Q4 | $610K | Sell |
12,690
-500
| -4% | -$24K | 0.32% | 39 |
|
|
2017
Q3 | $648K | Buy |
13,190
+535
| +4% | +$26.3K | 0.36% | 37 |
|
|
2017
Q2 | $606K | Buy |
12,655
+350
| +3% | +$16.8K | 0.34% | 35 |
|
|
2017
Q1 | $613K | Buy |
12,305
+965
| +9% | +$48.1K | 0.37% | 33 |
|
|
2016
Q4 | $558K | Buy |
11,340
+725
| +7% | +$35.7K | 0.34% | 36 |
|
|
2016
Q3 | $545K | Buy |
10,615
+1,900
| +22% | +$97.6K | 0.35% | 37 |
|
|
2016
Q2 | $467K | Buy |
8,715
+2,925
| +51% | +$157K | 0.32% | 37 |
|
|
2016
Q1 | $300K | Buy |
+5,790
| New | +$300K | 0.21% | 43 |
|