Burnham Asset Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$295K Buy
2016
Q1
$219K Hold
2015
Q4
$200K Buy
2014
Q1
Sell
2013
Q4
$240K Hold
2013
Q3
$240K Hold
2013
Q2
$257K Buy