Harfst & Associates’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-200
| Closed | -$9K | – | 192 |
|
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 193 |
|
|
2017
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 238 |
|
|
2016
Q1 | – | Sell |
-3,030
| Closed | -$141K | – | 218 |
|
|
2015
Q4 | $141K | Sell |
3,030
-130
| -4% | -$6.05K | 0.06% | 112 |
|
|
2015
Q3 | $141K | Buy |
3,160
+138
| +5% | +$6.16K | 0.06% | 112 |
|
|
2015
Q2 | $127K | Buy |
+3,022
| New | +$127K | 0.07% | 108 |
|