CIM
Cetera Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,253
| Closed | -$490K | – | 67 |
|
|
2017
Q2 | $490K | Sell |
10,253
-2,004
| -16% | -$95.8K | 0.62% | 51 |
|
|
2017
Q1 | $610K | Sell |
12,257
-5,928
| -33% | -$295K | 0.7% | 51 |
|
|
2016
Q4 | $895K | Sell |
18,185
-3,136
| -15% | -$154K | 0.67% | 55 |
|
|
2016
Q3 | $1.09M | Sell |
21,321
-2,517
| -11% | -$129K | 0.7% | 50 |
|
|
2016
Q2 | $1.28M | Sell |
23,838
-2,619
| -10% | -$140K | 0.75% | 43 |
|
|
2016
Q1 | $1.38M | Sell |
26,457
-2,345
| -8% | -$122K | 0.71% | 45 |
|
|
2015
Q4 | $1.34M | Buy |
+28,802
| New | +$1.34M | 0.54% | 69 |
|