Icon Advisers’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-15,200
| Closed | -$668K | – | 321 |
|
|
2018
Q4 | $668K | Buy |
+15,200
| New | +$668K | 0.07% | 218 |
|
|
2014
Q2 | – | Sell |
-38,900
| Closed | -$1.71M | – | 364 |
|
|
2014
Q1 | $1.71M | Hold |
38,900
| – | – | 0.12% | 152 |
|
|
2013
Q4 | $1.6M | Sell |
38,900
-57,960
| -60% | -$2.38M | 0.12% | 146 |
|
|
2013
Q3 | $3.99M | Buy |
96,860
+24,390
| +34% | +$1M | 0.3% | 83 |
|
|
2013
Q2 | $3.2M | Buy |
+72,470
| New | +$3.2M | 0.25% | 103 |
|