Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,446
| Closed | -$518K | – | 397 |
|
|
2017
Q1 | $518K | Sell |
10,446
-552
| -5% | -$27.4K | 0.12% | 239 |
|
|
2016
Q4 | $545K | Sell |
10,998
-30,636
| -74% | -$1.52M | 0.12% | 238 |
|
|
2016
Q3 | $2.13M | Buy |
41,634
+2,402
| +6% | +$123K | 0.26% | 90 |
|
|
2016
Q2 | $2.1M | Buy |
39,232
+17,135
| +78% | +$919K | 0.29% | 83 |
|
|
2016
Q1 | $1.14M | Buy |
22,097
+794
| +4% | +$41.1K | 0.15% | 177 |
|
|
2015
Q4 | $994K | Buy |
21,303
+1,070
| +5% | +$49.9K | 0.13% | 190 |
|
|
2015
Q3 | $875K | Buy |
20,233
+2,229
| +12% | +$96.4K | 0.12% | 222 |
|
|
2015
Q2 | $755K | Buy |
18,004
+910
| +5% | +$38.2K | 0.1% | 271 |
|
|
2015
Q1 | $558K | Buy |
17,094
+849
| +5% | +$27.7K | 0.16% | 183 |
|
|
2014
Q4 | $798K | Buy |
16,245
+10,819
| +199% | +$531K | 0.12% | 222 |
|
|
2014
Q3 | $236K | Sell |
5,426
-371
| -6% | -$16.1K | 0.03% | 454 |
|
|
2014
Q2 | $250K | Buy |
5,797
+152
| +3% | +$6.56K | 0.03% | 460 |
|
|
2014
Q1 | $245K | Buy |
5,645
+13
| +0.2% | +$564 | 0.03% | 461 |
|
|
2013
Q4 | $231K | Sell |
5,632
-545
| -9% | -$22.4K | 0.03% | 455 |
|
|
2013
Q3 | $253K | Sell |
6,177
-373
| -6% | -$15.3K | 0.04% | 411 |
|
|
2013
Q2 | $289K | Buy |
+6,550
| New | +$289K | 0.04% | 348 |
|