Cynosure Advisors’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-6,198
Closed -$287K 162
2018
Q2
$287K Hold
6,198
0.08% 190
2018
Q1
$277K Sell
6,198
-7,657
-55% -$342K 0.07% 190
2017
Q4
$666K Buy
+13,855
New +$666K 0.15% 70