Fusion Investment Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,060
| Closed | -$92K | – | 135 |
|
|
2015
Q3 | $92K | Sell |
2,060
-800
| -28% | -$35.7K | 0.22% | 89 |
|
|
2015
Q2 | $120K | Buy |
+2,860
| New | +$120K | 0.09% | 115 |
|
|
2014
Q4 | – | Sell |
-835
| Closed | -$36K | – | 184 |
|
|
2014
Q3 | $36K | Hold |
835
| – | – | 0.03% | 118 |
|
|
2014
Q2 | $38K | Sell |
835
-2,575
| -76% | -$117K | 0.03% | 134 |
|
|
2014
Q1 | $147K | Buy |
3,410
+857
| +34% | +$36.9K | 0.15% | 85 |
|
|
2013
Q4 | $105K | Buy |
+2,553
| New | +$105K | 0.08% | 137 |
|