Daiwa SB Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-21,613
| Closed | -$1.01M | – | 186 |
|
|
2015
Q4 | $1.01M | Sell |
21,613
-3,664
| -14% | -$171K | 0.24% | 86 |
|
|
2015
Q3 | $1.13M | Buy |
25,277
+3,210
| +15% | +$144K | 0.26% | 86 |
|
|
2015
Q2 | $925K | Sell |
22,067
-1,610
| -7% | -$67.5K | 0.18% | 119 |
|
|
2015
Q1 | $1.05M | Sell |
23,677
-2,634
| -10% | -$117K | 0.19% | 114 |
|
|
2014
Q4 | $1.29M | Buy |
+26,311
| New | +$1.29M | 0.21% | 100 |
|