Kelly Lawrence W & Associates’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$131K | – | 138 |
|
|
2018
Q3 | $131K | Hold |
3,000
| – | – | 0.02% | 98 |
|
|
2018
Q2 | $139K | Hold |
3,000
| – | – | 0.03% | 95 |
|
|
2018
Q1 | $134K | Hold |
3,000
| – | – | 0.03% | 95 |
|
|
2017
Q4 | $144K | Hold |
3,000
| – | – | 0.03% | 95 |
|
|
2017
Q3 | $147K | Hold |
3,000
| – | – | 0.03% | 93 |
|
|
2017
Q2 | $144K | Hold |
3,000
| – | – | 0.03% | 94 |
|
|
2017
Q1 | $149K | Hold |
3,000
| – | – | 0.03% | 94 |
|
|
2016
Q4 | $148K | Hold |
3,000
| – | – | 0.03% | 95 |
|
|
2016
Q3 | $154K | Hold |
3,000
| – | – | 0.03% | 96 |
|
|
2016
Q2 | $161K | Hold |
3,000
| – | – | 0.04% | 99 |
|
|
2016
Q1 | $155K | Hold |
3,000
| – | – | 0.04% | 92 |
|
|
2015
Q4 | $140K | Sell |
3,000
-3,000
| -50% | -$140K | 0.03% | 101 |
|
|
2015
Q3 | $268K | Buy |
6,000
+3,000
| +100% | +$134K | 0.06% | 80 |
|
|
2015
Q2 | $126K | Buy |
+3,000
| New | +$126K | 0.03% | 100 |
|