Constellation Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.06M | Buy |
20,500
+600
| +3% | +$31K | 0.19% | 115 |
|
|
2015
Q4 | $931K | Buy |
19,900
+300
| +2% | +$14K | 0.17% | 125 |
|
|
2015
Q3 | $876K | Buy |
19,600
+100
| +0.5% | +$4.47K | 0.18% | 123 |
|
|
2015
Q2 | $817K | Buy |
19,500
+200
| +1% | +$8.38K | 0.16% | 150 |
|
|
2015
Q1 | $855K | Buy |
19,300
+1,100
| +6% | +$48.7K | 0.16% | 139 |
|
|
2014
Q4 | $894K | Buy |
18,200
+800
| +5% | +$39.3K | 0.18% | 130 |
|
|
2014
Q3 | $760K | Buy |
17,400
+400
| +2% | +$17.5K | 0.17% | 138 |
|
|
2014
Q2 | $771K | Buy |
17,000
+400
| +2% | +$18.1K | 0.18% | 134 |
|
|
2014
Q1 | $729K | Buy |
16,600
+400
| +2% | +$17.6K | 0.18% | 131 |
|
|
2013
Q4 | $666K | Buy |
16,200
+1,300
| +9% | +$53.4K | 0.17% | 141 |
|
|
2013
Q3 | $614K | Buy |
14,900
+900
| +6% | +$37.1K | 0.19% | 121 |
|
|
2013
Q2 | $618K | Buy |
+14,000
| New | +$618K | 0.21% | 105 |
|