EisnerAmper Wealth Management Corporate Benefits’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-15,498
Closed -$686K 102
2015
Q1
$686K Buy
15,498
+1,453
+10% +$64.3K 0.52% 40
2014
Q4
$689K Buy
+14,045
New +$689K 0.55% 33