Foster & Motley’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 |
-5,983
| Closed | -$286K | – | 215 |
|
|
2017
Q2 | $286K | Sell |
5,983
-3,347
| -36% | -$160K | 0.05% | 172 |
|
|
2017
Q1 | $464K | Sell |
9,330
-2,891
| -24% | -$144K | 0.08% | 142 |
|
|
2016
Q4 | $601K | Buy |
12,221
+4,920
| +67% | +$242K | 0.12% | 126 |
|
|
2016
Q3 | $375K | Buy |
7,301
+2,585
| +55% | +$133K | 0.07% | 141 |
|
|
2016
Q2 | $253K | Sell |
4,716
-63
| -1% | -$3.38K | 0.05% | 152 |
|
|
2016
Q1 | $247K | Buy |
+4,779
| New | +$247K | 0.05% | 158 |
|