Jamison Eaton & Wood’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $289K | Hold |
6,537
| – | – | 0.08% | 98 |
|
|
2014
Q4 | $321K | Hold |
6,537
| – | – | 0.09% | 97 |
|
|
2014
Q3 | $285K | Buy |
6,537
+337
| +5% | +$14.7K | 0.08% | 98 |
|
|
2014
Q2 | $281K | Buy |
6,200
+1,500
| +32% | +$68K | 0.08% | 102 |
|
|
2014
Q1 | $207K | Buy |
+4,700
| New | +$207K | 0.06% | 107 |
|
|
2013
Q4 | – | Sell |
-3,450
| Closed | -$142K | – | 189 |
|
|
2013
Q3 | $142K | Buy |
+3,450
| New | +$142K | 0.04% | 119 |
|