CFO4Life’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $526K | Buy |
10,703
+3,473
| +48% | +$171K | 0.43% | 36 |
|
|
2016
Q3 | $371K | Sell |
7,230
-1,312
| -15% | -$67.3K | 0.32% | 55 |
|
|
2016
Q2 | $458K | Sell |
8,542
-3,276
| -28% | -$176K | 0.39% | 46 |
|
|
2016
Q1 | $611K | Buy |
11,818
+604
| +5% | +$31.2K | 0.55% | 29 |
|
|
2015
Q4 | $525K | Sell |
11,214
-185
| -2% | -$8.66K | 0.5% | 34 |
|
|
2015
Q3 | $510K | Buy |
11,399
+690
| +6% | +$30.9K | 0.54% | 32 |
|
|
2015
Q2 | $449K | Sell |
10,709
-1,676
| -14% | -$70.3K | 0.37% | 48 |
|
|
2015
Q1 | $548K | Buy |
12,385
+4,703
| +61% | +$208K | 0.46% | 41 |
|
|
2014
Q4 | $377K | Buy |
+7,682
| New | +$377K | 0.31% | 48 |
|