IMS
Index Management Solutions’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $87K | Buy |
1,957
+123
| +7% | +$5.47K | 0.09% | 70 |
|
|
2015
Q2 | $77K | Buy |
1,834
+968
| +112% | +$40.6K | 0.07% | 127 |
|
|
2015
Q1 | $38K | Sell |
866
-65
| -7% | -$2.85K | 0.03% | 189 |
|
|
2014
Q4 | $46K | Sell |
931
-2,506
| -73% | -$124K | 0.01% | 383 |
|
|
2014
Q3 | $150K | Buy |
3,437
+1,872
| +120% | +$81.7K | 0.02% | 733 |
|
|
2014
Q2 | $71K | Buy |
1,565
+129
| +9% | +$5.85K | 0.01% | 762 |
|
|
2014
Q1 | $63K | Sell |
1,436
-961
| -40% | -$42.2K | 0.01% | 690 |
|
|
2013
Q4 | $99K | Buy |
2,397
+153
| +7% | +$6.32K | 0.02% | 196 |
|
|
2013
Q3 | $92K | Buy |
+2,244
| New | +$92K | 0.03% | 219 |
|