Capstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.03M | Sell |
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|
2017
Q1 | $4.86M | Buy |
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|
2016
Q4 | $4.76M | Sell |
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|
2016
Q3 | $10.7M | Buy |
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|
2016
Q2 | $4.92M | Sell |
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|
2016
Q1 | $10.7M | Buy |
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|
2015
Q4 | $3.25M | Buy |
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|
2015
Q3 | $2.92M | Sell |
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|
2015
Q2 | $2.76M | Buy |
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|
2015
Q1 | $2.67M | Sell |
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|
2014
Q4 | $2.96M | Buy |
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|
2014
Q3 | $2.38M | Buy |
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|
2014
Q2 | $2.44M | Sell |
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|
2014
Q1 | $2.96M | Sell |
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|
2013
Q4 | $4.01M | Sell |
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|
2013
Q3 | $6.07M | Buy |
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|
2013
Q2 | $6.33M | Buy |
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