Investors Capital Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $706K | Sell |
13,206
-41
| -0.3% | -$2.19K | 0.14% | 202 |
|
|
2016
Q1 | $684K | Buy |
13,247
+1,816
| +16% | +$93.8K | 0.14% | 205 |
|
|
2015
Q4 | $534K | Sell |
11,431
-5,915
| -34% | -$276K | 0.1% | 270 |
|
|
2015
Q3 | $775K | Sell |
17,346
-2,469
| -12% | -$110K | 0.16% | 190 |
|
|
2015
Q2 | $830K | Buy |
19,815
+489
| +3% | +$20.5K | 0.15% | 191 |
|
|
2015
Q1 | $855K | Buy |
19,326
+2,139
| +12% | +$94.6K | 0.16% | 187 |
|
|
2014
Q4 | $844K | Sell |
17,187
-8,920
| -34% | -$438K | 0.16% | 183 |
|
|
2014
Q3 | $1.14M | Buy |
26,107
+339
| +1% | +$14.8K | 0.22% | 122 |
|
|
2014
Q2 | $1.17M | Buy |
25,768
+262
| +1% | +$11.9K | 0.19% | 161 |
|
|
2014
Q1 | $1.12M | Sell |
25,506
-628
| -2% | -$27.6K | 0.24% | 112 |
|
|
2013
Q4 | $1.07M | Buy |
26,134
+7,314
| +39% | +$301K | 0.25% | 117 |
|
|
2013
Q3 | $775K | Sell |
18,820
-1,733
| -8% | -$71.4K | 0.2% | 143 |
|
|
2013
Q2 | $907K | Buy |
+20,553
| New | +$907K | 0.28% | 102 |
|