HHG & Company’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-65,191
| Closed | -$2.89M | – | 138 |
|
|
2015
Q1 | $2.89M | Buy |
65,191
+6,460
| +11% | +$286K | 0.76% | 34 |
|
|
2014
Q4 | $2.88M | Buy |
58,731
+8,559
| +17% | +$420K | 0.69% | 32 |
|
|
2014
Q3 | $2.19M | Buy |
50,172
+13,196
| +36% | +$576K | 0.72% | 38 |
|
|
2014
Q2 | $1.68M | Buy |
36,976
+1,200
| +3% | +$54.6K | 0.55% | 59 |
|
|
2014
Q1 | $1.57M | Buy |
35,776
+3,829
| +12% | +$168K | 0.54% | 60 |
|
|
2013
Q4 | $1.31M | Buy |
31,947
+642
| +2% | +$26.4K | 0.49% | 72 |
|
|
2013
Q3 | $1.29M | Buy |
31,305
+1,212
| +4% | +$50K | 0.52% | 71 |
|
|
2013
Q2 | $1.33M | Buy |
+30,093
| New | +$1.33M | 0.54% | 59 |
|