Cornerstone Financial Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $563K | Buy |
+11,727
| New | +$563K | 0.18% | 91 |
|
|
2017
Q1 | – | Sell |
-4,446
| Closed | -$219K | – | 168 |
|
|
2016
Q4 | $219K | Hold |
4,446
| – | – | 0.07% | 146 |
|
|
2016
Q3 | $227K | Hold |
4,446
| – | – | 0.08% | 137 |
|
|
2016
Q2 | $238K | Sell |
4,446
-71
| -2% | -$3.8K | 0.08% | 145 |
|
|
2016
Q1 | $234K | Buy |
4,517
+5
| +0.1% | +$259 | 0.09% | 139 |
|
|
2015
Q4 | $210K | Buy |
+4,512
| New | +$210K | 0.08% | 134 |
|