Geneva Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $282K | Sell |
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|
2017
Q1 | $316K | Sell |
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|
2016
Q4 | $330K | Sell |
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|
2016
Q3 | $492K | Buy |
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|
2016
Q2 | $424K | Buy |
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|
2016
Q1 | $366K | Buy |
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|
2015
Q4 | $303K | Sell |
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|
2015
Q3 | $294K | Sell |
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|
2015
Q2 | $306K | Sell |
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|
2015
Q1 | $366K | Buy |
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|
2014
Q4 | $405K | Buy |
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|
2014
Q3 | $357K | Buy |
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|
2014
Q2 | $312K | Sell |
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|
2014
Q1 | $315K | Buy |
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|
2013
Q4 | $226K | Sell |
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|
2013
Q3 | $265K | Sell |
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|
2013
Q2 | $440K | Buy |
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