Catawba Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $1.57M | Sell |
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|
2018
Q1 | $1.52M | Sell |
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|
2017
Q4 | $1.76M | Sell |
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|
2017
Q3 | $1.8M | Sell |
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|
2017
Q2 | $1.93M | Buy |
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|
2017
Q1 | $2M | Buy |
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|
2016
Q4 | $1.98M | Sell |
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|
2016
Q3 | $2.07M | Sell |
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|
2016
Q2 | $2.36M | Sell |
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|
2016
Q1 | $2.34M | Sell |
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|
2015
Q4 | $2.12M | Buy |
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|
2015
Q3 | $2.02M | Sell |
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|
2015
Q2 | $1.91M | Buy |
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|
2015
Q1 | $1.99M | Buy |
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|
2014
Q4 | $2.16M | Hold |
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|
2014
Q3 | $1.92M | Hold |
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|
2014
Q2 | $2M | Buy |
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|
2014
Q1 | $1.87M | Buy |
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|
2013
Q4 | $1.65M | Sell |
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|
2013
Q3 | $1.68M | Sell |
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|
2013
Q2 | $1.9M | Buy |
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