Gupta Wealth Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$32K Sell
611
-96
-14% -$5.03K 0.01% 554
2015
Q4
$33K Sell
707
-300
-30% -$14K 0.01% 532
2015
Q3
$45K Sell
1,007
-87
-8% -$3.89K 0.01% 469
2015
Q2
$46K Buy
1,094
+389
+55% +$16.4K 0.01% 489
2015
Q1
$31K Buy
+705
New +$31K 0.01% 494