Ken Stern & Associates’s Southern Company SO Stock Holding History

Ken Stern & Associates’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$316K	Hold
2018 Q2	$336K	Buy
2018 Q1	$301K	Buy
2017 Q4	$310K	Hold
2017 Q3	$320K	Buy
2017 Q2	$300K	Buy
2017 Q1	$294K	Sell
2016 Q4	$508K	Buy
2016 Q3	$340K	Buy
2016 Q2	$292K	Buy