CIM
Calvert Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q1 | – | Sell |
-130,300
| Closed | -$5.36M | – | 358 |
|
|
2013
Q4 | $5.36M | Sell |
130,300
-45,000
| -26% | -$1.85M | 0.39% | 81 |
|
|
2013
Q3 | $7.22M | Sell |
175,300
-7,600
| -4% | -$313K | 0.9% | 37 |
|
|
2013
Q2 | $8.07M | Buy |
+182,900
| New | +$8.07M | 1.1% | 17 |
|