KA
Kaizen Advisory’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $124K | Buy |
2,825
+541
| +24% | +$23.7K | 0.09% | 196 |
|
|
2018
Q3 | $100K | Hold |
2,284
| – | – | 0.05% | 231 |
|
|
2018
Q2 | $106K | Buy |
2,284
+1,307
| +134% | +$60.7K | 0.05% | 221 |
|
|
2018
Q1 | $44K | Hold |
977
| – | – | 0.04% | 215 |
|
|
2017
Q4 | $47K | Buy |
+977
| New | +$47K | 0.03% | 206 |
|