CT Financial Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $44.8K | Hold |
900
| – | – | 0.03% | 284 |
|
|
2016
Q4 | $44.3K | Hold |
900
| – | – | 0.03% | 283 |
|
|
2016
Q3 | $46.2K | Hold |
900
| – | – | 0.03% | 278 |
|
|
2016
Q2 | $48.3K | Sell |
900
-2,000
| -69% | -$107K | 0.03% | 276 |
|
|
2016
Q1 | $150K | Hold |
2,900
| – | – | 0.08% | 178 |
|
|
2015
Q4 | $136K | Hold |
2,900
| – | – | 0.08% | 183 |
|
|
2015
Q3 | $130K | Hold |
2,900
| – | – | 0.08% | 181 |
|
|
2015
Q2 | $122K | Hold |
2,900
| – | – | 0.07% | 200 |
|
|
2015
Q1 | $128K | Hold |
2,900
| – | – | 0.07% | 204 |
|
|
2014
Q4 | $142K | Buy |
+2,900
| New | +$142K | 0.11% | 142 |
|
|
2014
Q1 | $128K | Buy |
+2,900
| New | +$128K | 0.07% | 204 |
|