Gary Goldberg Planning Services’s Southern Company SO Stock Holding History

Gary Goldberg Planning Services’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$10.8M	Buy
2014 Q3	$8.61M	Buy
2014 Q2	$6.99M	Buy
2014 Q1	$5.1M	Buy
2013 Q4	$2.88M	Buy
2013 Q3	$1.84M	Buy
2013 Q2	$89K	Buy