DPA
Delphi Private Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-53
| Closed | -$3K | – | 264 |
|
|
2016
Q4 | $3K | Sell |
53
-23
| -30% | -$1.3K | 0.01% | 173 |
|
|
2016
Q3 | $4K | Hold |
76
| – | – | 0.01% | 193 |
|
|
2016
Q2 | $4K | Sell |
76
-2,554
| -97% | -$134K | 0.01% | 200 |
|
|
2016
Q1 | $136K | Buy |
2,630
+2,421
| +1,158% | +$125K | 0.24% | 18 |
|
|
2015
Q4 | $10K | Buy |
+209
| New | +$10K | 0.02% | 162 |
|