Guardian Investor Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $278K | Buy |
6,283
+58
| +0.9% | +$2.57K | 0.22% | 111 |
|
|
2014
Q4 | $306K | Sell |
6,225
-128
| -2% | -$6.29K | 0.24% | 105 |
|
|
2014
Q3 | $277K | Sell |
6,353
-252
| -4% | -$11K | 0.22% | 113 |
|
|
2014
Q2 | $300K | Sell |
6,605
-195
| -3% | -$8.86K | 0.23% | 107 |
|
|
2014
Q1 | $299K | Sell |
6,800
-203
| -3% | -$8.93K | 0.23% | 107 |
|
|
2013
Q4 | $288K | Buy |
7,003
+29
| +0.4% | +$1.19K | 0.22% | 115 |
|
|
2013
Q3 | $287K | Sell |
6,974
-85
| -1% | -$3.5K | 0.24% | 98 |
|
|
2013
Q2 | $312K | Buy |
+7,059
| New | +$312K | 0.27% | 87 |
|