Cornerstone Financial Partners’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
Q4
$563K Buy
2017
Q1
Sell
2016
Q4
$219K Hold
2016
Q3
$227K Hold
2016
Q2
$238K Sell
2016
Q1
$234K Buy
2015
Q4
$210K Buy