Genovese Burford & Brothers Wealth & Retirement Plan Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-125
| Closed | -$6K | – | 324 |
|
|
2018
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 348 |
|
|
2018
Q1 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 357 |
|
|
2017
Q4 | – | Sell |
-125
| Closed | -$6K | – | 422 |
|
|
2017
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 320 |
|
|
2017
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 316 |
|
|
2017
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 330 |
|
|
2016
Q4 | $7K | Hold |
125
| – | – | ﹤0.01% | 358 |
|
|
2016
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 337 |
|
|
2016
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 314 |
|
|
2016
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 305 |
|
|
2015
Q4 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 296 |
|