Catamount Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-400
| Closed | -$17K | – | 226 |
|
|
2018
Q3 | $17K | Hold |
400
| – | – | 0.01% | 127 |
|
|
2018
Q2 | $18K | Hold |
400
| – | – | 0.01% | 121 |
|
|
2018
Q1 | $18K | Sell |
400
-350
| -47% | -$15.8K | 0.01% | 118 |
|
|
2017
Q4 | $36K | Hold |
750
| – | – | 0.02% | 91 |
|
|
2017
Q3 | $37K | Hold |
750
| – | – | 0.02% | 91 |
|
|
2017
Q2 | $36K | Hold |
750
| – | – | 0.02% | 97 |
|
|
2017
Q1 | $37K | Hold |
750
| – | – | 0.03% | 93 |
|
|
2016
Q4 | $37K | Hold |
750
| – | – | 0.03% | 77 |
|
|
2016
Q3 | $37K | Buy |
750
+350
| +88% | +$17.3K | 0.03% | 76 |
|
|
2016
Q2 | $21K | Hold |
400
| – | – | 0.02% | 73 |
|
|
2016
Q1 | $21K | Hold |
400
| – | – | 0.02% | 75 |
|
|
2015
Q4 | $19K | Hold |
400
| – | – | 0.02% | 76 |
|
|
2015
Q3 | $18K | Hold |
400
| – | – | 0.02% | 81 |
|
|
2015
Q2 | $17K | Hold |
400
| – | – | 0.01% | 101 |
|
|
2015
Q1 | $18K | Hold |
400
| – | – | 0.01% | 90 |
|
|
2014
Q4 | $20K | Buy |
+400
| New | +$20K | 0.02% | 69 |
|