Concert Wealth 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 | – | Sell |
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|
2017
Q1 | $518K | Sell |
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|
2016
Q4 | $545K | Sell |
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|
2016
Q3 | $2.13M | Buy |
|
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|
2016
Q2 | $2.1M | Buy |
|
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|
2016
Q1 | $1.14M | Buy |
|
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|
2015
Q4 | $994K | Buy |
|
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|
2015
Q3 | $875K | Buy |
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|
2015
Q2 | $755K | Buy |
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|
2015
Q1 | $558K | Buy |
|
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|
2014
Q4 | $798K | Buy |
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|
2014
Q3 | $236K | Sell |
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|
2014
Q2 | $250K | Buy |
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|
2014
Q1 | $245K | Buy |
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|
2013
Q4 | $231K | Sell |
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|
2013
Q3 | $253K | Sell |
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|
2013
Q2 | $289K | Buy |
|