Davidson & Garrard’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
Q3 | $805K | Sell |
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|
2017
Q2 | $911K | Sell |
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|
2017
Q1 | $955K | Sell |
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|
2016
Q4 | $981K | Sell |
|
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|
2016
Q3 | $1.03M | Sell |
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|
2016
Q2 | $1.09M | Buy |
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|
2016
Q1 | $1.04M | Buy |
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|
2015
Q4 | $930K | Sell |
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|
2015
Q3 | $902K | Sell |
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|
2015
Q2 | $888K | Sell |
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|
2015
Q1 | $943K | Hold |
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|
2014
Q4 | $1.05M | Buy |
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|
2014
Q3 | $925K | Sell |
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|
2014
Q2 | $989K | Sell |
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|
2014
Q1 | $967K | Buy |
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|
2013
Q4 | $873K | Buy |
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|
2013
Q3 | $874K | Sell |
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|
2013
Q2 | $945K | Buy |
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