Jackson Wealth Management’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-41,199	Closed	-$1.96M	–	92
2018 Q2	$1.96M	Buy	41,199 +2,109	+5%	+$94.4K	0.46%	60
2018 Q1	$1.75M	Sell	39,090 -11,592	-23%	-$515K	0.49%	58
2017 Q4	$2.36M	Buy	50,682 +238	+0.5%	+$12.1K	0.6%	46
2017 Q3	$2.53M	Buy	50,444 +5,200	+11%	+$252K	0.69%	34
2017 Q2	$2.2M	Buy	45,244 +9,298	+26%	+$466K	0.7%	35
2017 Q1	$1.79M	Buy	35,946 +1,923	+6%	+$95K	0.65%	38
2016 Q4	$1.69M	Sell	34,023 -22,328	-40%	-$1.1M	0.66%	39
2016 Q3	$2.88M	Buy	56,351 +632	+1%	+$33.3K	1.09%	22
2016 Q2	$2.99M	Buy	55,719 +646	+1%	+$32.5K	1.11%	19
2016 Q1	$2.79M	Sell	55,073 -1,506	-3%	-$73.4K	1.08%	22
2015 Q4	$2.63M	Sell	56,579 -1,255	-2%	-$56.9K	1.04%	26
2015 Q3	$2.58M	Sell	57,834 -8,209	-12%	-$360K	0.93%	29
2015 Q2	$2.77M	Sell	66,043 -11,219	-15%	-$489K	0.94%	30
2015 Q1	$3.42M	Sell	77,262 -5,438	-7%	-$258K	1.1%	26
2014 Q4	$4.06M	Buy	+82,700	New	+$3.91M	1.32%	17