CT Financial Advisors’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
Q1 | $44.8K | Hold |
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|
2016
Q4 | $44.3K | Hold |
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|
2016
Q3 | $46.2K | Hold |
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|
2016
Q2 | $48.3K | Sell |
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|
2016
Q1 | $150K | Hold |
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|
2015
Q4 | $136K | Hold |
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|
2015
Q3 | $130K | Hold |
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|
2015
Q2 | $122K | Hold |
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|
2015
Q1 | $128K | Hold |
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|
2014
Q4 | $142K | Buy |
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|
2014
Q1 | $128K | Buy |
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