Kanaly Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $2.09M | Buy |
42,573
+1,079
| +3% | +$53.1K | 0.44% | 31 |
|
|
2016
Q3 | $2.13M | Buy |
41,494
+967
| +2% | +$49.6K | 0.45% | 31 |
|
|
2016
Q2 | $2.17M | Buy |
40,527
+1,551
| +4% | +$83.2K | 0.44% | 34 |
|
|
2016
Q1 | $2.02M | Buy |
38,976
+868
| +2% | +$44.9K | 0.41% | 30 |
|
|
2015
Q4 | $1.78M | Sell |
38,108
-758
| -2% | -$35.5K | 0.37% | 32 |
|
|
2015
Q3 | $1.74M | Buy |
38,866
+1,944
| +5% | +$86.9K | 0.38% | 31 |
|
|
2015
Q2 | $1.55M | Buy |
36,922
+1,500
| +4% | +$62.8K | 0.31% | 40 |
|
|
2015
Q1 | $1.57M | Sell |
35,422
-10
| -0% | -$443 | 0.31% | 44 |
|
|
2014
Q4 | $1.74M | Buy |
35,432
+792
| +2% | +$38.9K | 0.35% | 41 |
|
|
2014
Q3 | $1.51M | Buy |
34,640
+707
| +2% | +$30.9K | 0.3% | 45 |
|
|
2014
Q2 | $1.54M | Buy |
33,933
+1,069
| +3% | +$48.5K | 0.28% | 47 |
|
|
2014
Q1 | $1.44M | Sell |
32,864
-110
| -0.3% | -$4.83K | 0.28% | 48 |
|
|
2013
Q4 | $1.36M | Buy |
+32,974
| New | +$1.36M | 0.27% | 50 |
|