Hirtle Callaghan & Co’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-340
| Closed | -$17K | – | 314 |
|
|
2014
Q4 | $17K | Hold |
340
| – | – | ﹤0.01% | 392 |
|
|
2014
Q3 | $15K | Hold |
340
| – | – | ﹤0.01% | 436 |
|
|
2014
Q2 | $15K | Hold |
340
| – | – | ﹤0.01% | 482 |
|
|
2014
Q1 | $15K | Hold |
340
| – | – | ﹤0.01% | 468 |
|
|
2013
Q4 | $14K | Buy |
340
+290
| +580% | +$11.9K | ﹤0.01% | 447 |
|
|
2013
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 557 |
|