FDO Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-58,903
| Closed | -$2.82M | – | 302 |
|
|
2017
Q2 | $2.82M | Buy |
58,903
+21,632
| +58% | +$1.04M | 0.6% | 61 |
|
|
2017
Q1 | $1.86M | Buy |
37,271
+32,342
| +656% | +$1.61M | 0.46% | 93 |
|
|
2016
Q4 | $242K | Buy |
+4,929
| New | +$242K | 0.1% | 189 |
|
|
2016
Q3 | – | Sell |
-8,902
| Closed | -$477K | – | 258 |
|
|
2016
Q2 | $477K | Buy |
+8,902
| New | +$477K | 0.26% | 145 |
|
|
2016
Q1 | – | Sell |
-11,315
| Closed | -$529K | – | 322 |
|
|
2015
Q4 | $529K | Buy |
+11,315
| New | +$529K | 0.3% | 148 |
|