Jupiter Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.03M | Buy |
+39,123
| New | +$2.03M | 0.03% | 250 |
|
|
2017
Q1 | – | Sell |
-5,497
| Closed | -$270K | – | 466 |
|
|
2016
Q4 | $270K | Buy |
+5,497
| New | +$270K | ﹤0.01% | 304 |
|
|
2015
Q2 | – | Sell |
-28,100
| Closed | -$1.24M | – | 364 |
|
|
2015
Q1 | $1.24M | Buy |
+28,100
| New | +$1.24M | 0.04% | 213 |
|
|
2013
Q4 | – | Sell |
-39,549
| Closed | -$1.63M | – | 401 |
|
|
2013
Q3 | $1.63M | Sell |
39,549
-25,653
| -39% | -$1.06M | 0.15% | 179 |
|
|
2013
Q2 | $2.88M | Buy |
+65,202
| New | +$2.88M | 0.35% | 119 |
|