KKAMG
Kernodle & Katon Asset Management Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $197K | Buy |
3,951
+88
| +2% | +$4.39K | 0.12% | 98 |
|
|
2016
Q4 | $190K | Buy |
3,863
+295
| +8% | +$14.5K | 0.11% | 87 |
|
|
2016
Q3 | $183K | Buy |
3,568
+105
| +3% | +$5.39K | 0.11% | 93 |
|
|
2016
Q2 | $186K | Sell |
3,463
-163
| -4% | -$8.76K | 0.17% | 52 |
|
|
2016
Q1 | $188K | Buy |
3,626
+331
| +10% | +$17.2K | 0.18% | 49 |
|
|
2015
Q4 | $154K | Buy |
+3,295
| New | +$154K | 0.15% | 34 |
|