GGPS
Gary Goldberg Planning Services’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $10.8M | Buy |
219,056
+21,750
| +11% | +$1.07M | 4.52% | 4 |
|
|
2014
Q3 | $8.61M | Buy |
197,306
+43,313
| +28% | +$1.89M | 3.58% | 4 |
|
|
2014
Q2 | $6.99M | Buy |
153,993
+37,931
| +33% | +$1.72M | 3.07% | 9 |
|
|
2014
Q1 | $5.1M | Buy |
116,062
+45,958
| +66% | +$2.02M | 2.49% | 13 |
|
|
2013
Q4 | $2.88M | Buy |
70,104
+25,365
| +57% | +$1.04M | 1.68% | 19 |
|
|
2013
Q3 | $1.84M | Buy |
44,739
+42,729
| +2,126% | +$1.76M | 1.12% | 25 |
|
|
2013
Q2 | $89K | Buy |
+2,010
| New | +$89K | 0.06% | 127 |
|