Epstein & White Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,105
| Closed | -$284K | – | 82 |
|
|
2020
Q1 | $284K | Sell |
5,105
-1,827
| -26% | -$102K | 0.12% | 53 |
|
|
2019
Q4 | $439K | Buy |
+6,932
| New | +$439K | 0.19% | 42 |
|
|
2019
Q2 | – | Sell |
-4,184
| Closed | -$224K | – | 88 |
|
|
2019
Q1 | $224K | Sell |
4,184
-911
| -18% | -$48.8K | 0.13% | 71 |
|
|
2018
Q4 | $215K | Sell |
5,095
-836
| -14% | -$35.3K | 0.13% | 74 |
|
|
2018
Q3 | $259K | Sell |
5,931
-2,808
| -32% | -$123K | 0.17% | 70 |
|
|
2018
Q2 | $389K | Sell |
8,739
-996
| -10% | -$44.3K | 0.29% | 58 |
|
|
2018
Q1 | $422K | Buy |
9,735
+3,910
| +67% | +$169K | 0.27% | 65 |
|
|
2017
Q4 | $271K | Buy |
+5,825
| New | +$271K | 0.16% | 85 |
|