HWA
Heritage Way Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-23,925
| Closed | -$1.15M | – | 64 |
|
|
2017
Q4 | $1.15M | Buy |
23,925
+800
| +3% | +$38.5K | 0.87% | 45 |
|
|
2017
Q3 | $1.14M | Sell |
23,125
-16,276
| -41% | -$800K | 0.93% | 45 |
|
|
2017
Q2 | $1.89M | Buy |
39,401
+2,951
| +8% | +$141K | 1.61% | 31 |
|
|
2017
Q1 | $1.81M | Buy |
36,450
+2,300
| +7% | +$114K | 1.67% | 32 |
|
|
2016
Q4 | $1.68M | Buy |
+34,150
| New | +$1.68M | 1.66% | 31 |
|