iAB Financial Bank’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $247K | Sell |
5,150
-1,700
| -25% | -$81.5K | 0.12% | 127 |
|
|
2017
Q1 | $341K | Buy |
6,850
+150
| +2% | +$7.47K | 0.18% | 101 |
|
|
2016
Q4 | $330K | Hold |
6,700
| – | – | 0.19% | 99 |
|
|
2016
Q3 | $344K | Buy |
6,700
+750
| +13% | +$38.5K | 0.2% | 90 |
|
|
2016
Q2 | $319K | Buy |
5,950
+750
| +14% | +$40.2K | 0.2% | 94 |
|
|
2016
Q1 | $269K | Buy |
5,200
+200
| +4% | +$10.3K | 0.18% | 97 |
|
|
2015
Q4 | $234K | Hold |
5,000
| – | – | 0.17% | 96 |
|
|
2015
Q3 | $224K | Hold |
5,000
| – | – | 0.17% | 99 |
|
|
2015
Q2 | $210K | Hold |
5,000
| – | – | 0.14% | 105 |
|
|
2015
Q1 | $221K | Sell |
5,000
-1,500
| -23% | -$66.3K | 0.15% | 100 |
|
|
2014
Q4 | $319K | Hold |
6,500
| – | – | 0.27% | 74 |
|
|
2014
Q3 | $284K | Sell |
6,500
-500
| -7% | -$21.8K | 0.25% | 74 |
|
|
2014
Q2 | $318K | Buy |
7,000
+1,500
| +27% | +$68.1K | 0.28% | 72 |
|
|
2014
Q1 | $242K | Hold |
5,500
| – | – | 0.21% | 82 |
|
|
2013
Q4 | $226K | Buy |
5,500
+100
| +2% | +$4.11K | 0.2% | 85 |
|
|
2013
Q3 | $222K | Hold |
5,400
| – | – | 0.21% | 83 |
|
|
2013
Q2 | $238K | Buy |
+5,400
| New | +$238K | 0.24% | 82 |
|