Intellectus Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-613
| Closed | -$29K | – | 604 |
|
|
2017
Q4 | $29K | Hold |
613
| – | – | 0.01% | 387 |
|
|
2017
Q3 | $30K | Sell |
613
-1,006
| -62% | -$49.2K | 0.01% | 469 |
|
|
2017
Q2 | $78K | Buy |
1,619
+6
| +0.4% | +$289 | 0.04% | 309 |
|
|
2017
Q1 | $80K | Buy |
1,613
+510
| +46% | +$25.3K | 0.04% | 270 |
|
|
2016
Q4 | $54K | Buy |
+1,103
| New | +$54K | 0.03% | 306 |
|