Elite Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-19,415
| Closed | -$953K | – | 70 |
|
|
2014
Q4 | $953K | Buy |
+19,415
| New | +$953K | 0.91% | 28 |
|
|
2014
Q3 | – | Sell |
-500
| Closed | -$23K | – | 540 |
|
|
2014
Q2 | $23K | Hold |
500
| – | – | 0.02% | 164 |
|
|
2014
Q1 | $22K | Sell |
500
-100
| -17% | -$4.4K | 0.02% | 182 |
|
|
2013
Q4 | $25K | Buy |
600
+100
| +20% | +$4.17K | 0.02% | 239 |
|
|
2013
Q3 | $21K | Buy |
+500
| New | +$21K | 0.02% | 236 |
|