Ferris Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-234
| Closed | -$12K | – | 543 |
|
|
2019
Q1 | $12K | Sell |
234
-100
| -30% | -$5.13K | ﹤0.01% | 439 |
|
|
2018
Q4 | $15K | Sell |
334
-186
| -36% | -$8.35K | 0.01% | 378 |
|
|
2018
Q3 | $23K | Sell |
520
-19
| -4% | -$840 | 0.01% | 355 |
|
|
2018
Q2 | $25K | Hold |
539
| – | – | 0.01% | 338 |
|
|
2018
Q1 | $24K | Buy |
+539
| New | +$24K | 0.01% | 383 |
|
|
2017
Q3 | – | Sell |
-650
| Closed | -$31K | – | 506 |
|
|
2017
Q2 | $31K | Buy |
+650
| New | +$31K | 0.01% | 303 |
|