Gerald L. Ray & Associates’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
Q3 | $275K | Hold |
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|
2017
Q2 | $268K | Hold |
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|
2017
Q1 | $279K | Hold |
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|
2016
Q4 | $276K | Sell |
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|
2016
Q3 | $339K | Sell |
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|
2016
Q2 | $435K | Buy |
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|
2016
Q1 | $403K | Hold |
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|
2015
Q4 | $365K | Sell |
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|
2015
Q3 | $367K | Hold |
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|
2015
Q2 | $343K | Buy |
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|
2015
Q1 | $359K | Hold |
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|
2014
Q4 | $398K | Hold |
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|
2014
Q3 | $353K | Hold |
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|
2014
Q2 | $367K | Hold |
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|
2014
Q1 | $356K | Sell |
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|
2013
Q4 | $356K | Hold |
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|
2013
Q3 | $356K | Hold |
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|
2013
Q2 | $381K | Buy |
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