Independent Portfolio Consultants’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 | $72K | Sell |
1,505
-590
| -28% | -$28.2K | 0.03% | 463 |
|
|
2017
Q1 | $104K | Sell |
2,095
-26
| -1% | -$1.29K | 0.04% | 444 |
|
|
2016
Q4 | $104K | Sell |
2,121
-7,629
| -78% | -$374K | 0.03% | 436 |
|
|
2016
Q3 | $500K | Buy |
9,750
+3,085
| +46% | +$158K | 0.16% | 228 |
|
|
2016
Q2 | $357K | Buy |
6,665
+5,560
| +503% | +$298K | 0.11% | 256 |
|
|
2016
Q1 | $57K | Buy |
1,105
+440
| +66% | +$22.7K | 0.02% | 559 |
|
|
2015
Q4 | $31K | Sell |
665
-400
| -38% | -$18.6K | 0.01% | 639 |
|
|
2015
Q3 | $48K | Buy |
1,065
+580
| +120% | +$26.1K | 0.01% | 585 |
|
|
2015
Q2 | $20K | Buy |
485
+390
| +411% | +$16.1K | ﹤0.01% | 712 |
|
|
2015
Q1 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 788 |
|