Independent Portfolio Consultants’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$72K Sell
2017
Q1
$104K Sell
2016
Q4
$104K Sell
2016
Q3
$500K Buy
2016
Q2
$357K Buy
2016
Q1
$57K Buy
2015
Q4
$31K Sell
2015
Q3
$48K Buy
2015
Q2
$20K Buy
2015
Q1
$4K Buy