Gerstein Fisher’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $324K | Sell |
6,310
-6
| -0.1% | -$308 | 0.04% | 317 |
|
|
2016
Q2 | $339K | Buy |
6,316
+912
| +17% | +$49K | 0.04% | 289 |
|
|
2016
Q1 | $280K | Buy |
5,404
+976
| +22% | +$50.6K | 0.04% | 316 |
|
|
2015
Q4 | $207K | Sell |
4,428
-206
| -4% | -$9.63K | 0.03% | 379 |
|
|
2015
Q3 | $207K | Buy |
+4,634
| New | +$207K | 0.03% | 379 |
|
|
2013
Q3 | – | Sell |
-5,903
| Closed | -$260K | – | 376 |
|
|
2013
Q2 | $260K | Buy |
+5,903
| New | +$260K | 0.06% | 253 |
|