Integrated Investment 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
2020 Q1	–	Sell	-3,404	Closed	-$217K	–	186
2019 Q4	$217K	Sell	3,404 -600	-15%	-$37.2K	0.09%	158
2019 Q3	$247K	Hold	4,004	–	–	0.13%	122
2019 Q2	$221K	Sell	4,004 -200	-5%	-$10.7K	0.11%	131
2019 Q1	$217K	Buy	+4,204	New	+$206K	0.12%	129
2018 Q2	–	Sell	-4,546	Closed	-$203K	–	616
2018 Q1	$203K	Buy	+4,546	New	+$202K	0.08%	181
2017 Q3	$104K	Hold	2,120	–	–	0.05%	293
2017 Q2	$102K	Hold	2,120	–	–	0.05%	288
2017 Q1	$106K	Hold	2,120	–	–	0.05%	276
2016 Q4	$104K	Buy	2,120 +1,000	+89%	+$49.1K	0.05%	264
2016 Q3	$57K	Hold	1,120	–	–	0.03%	372
2016 Q2	$60K	Hold	1,120	–	–	0.03%	373
2016 Q1	$57K	Buy	+1,120	New	+$54.6K	0.03%	339