Harbour Investment Management’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 | – | Sell |
-9,500
| Closed | -$467K | – | 81 |
|
|
2014
Q4 | $467K | Hold |
9,500
| – | – | 0.29% | 76 |
|
|
2014
Q3 | $415K | Hold |
9,500
| – | – | 0.28% | 72 |
|
|
2014
Q2 | $431K | Hold |
9,500
| – | – | 0.27% | 73 |
|
|
2014
Q1 | $417K | Sell |
9,500
-35,040
| -79% | -$1.54M | 0.27% | 72 |
|
|
2013
Q4 | $1.83M | Sell |
44,540
-230
| -0.5% | -$9.46K | 1.23% | 35 |
|
|
2013
Q3 | $1.84M | Sell |
44,770
-135
| -0.3% | -$5.56K | 1.28% | 31 |
|
|
2013
Q2 | $1.98M | Buy |
+44,905
| New | +$1.98M | 1.45% | 26 |
|