DDC
Daniel Devine & Co’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-18,800
| Closed | -$880K | – | 65 |
|
|
2015
Q4 | $880K | Hold |
18,800
| – | – | 0.58% | 44 |
|
|
2015
Q3 | $840K | Hold |
18,800
| – | – | 0.59% | 42 |
|
|
2015
Q2 | $788K | Hold |
18,800
| – | – | 0.54% | 43 |
|
|
2015
Q1 | $832K | Buy |
18,800
+6,000
| +47% | +$266K | 0.56% | 44 |
|
|
2014
Q4 | $629K | Buy |
+12,800
| New | +$629K | 0.45% | 47 |
|