Butensky & Cohen Financial Security’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-70
| Closed | -$3K | – | 108 |
|
|
2017
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 123 |
|
|
2017
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 120 |
|
|
2016
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 118 |
|
|
2016
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 112 |
|
|
2016
Q2 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 104 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 144 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$5K | – | 107 |
|
|
2014
Q4 | $5K | Buy |
+100
| New | +$5K | 0.01% | 100 |
|