Kinsight LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $391K | Sell |
8,160
-1,913
| -19% | -$91.7K | 0.22% | 18 |
|
|
2017
Q1 | $501K | Buy |
10,073
+5
| +0% | +$249 | 0.27% | 18 |
|
|
2016
Q4 | $495K | Sell |
10,068
-245
| -2% | -$12K | 0.26% | 19 |
|
|
2016
Q3 | $529K | Buy |
10,313
+475
| +5% | +$24.4K | 0.28% | 15 |
|
|
2016
Q2 | $528K | Buy |
9,838
+261
| +3% | +$14K | 0.29% | 17 |
|
|
2016
Q1 | $495K | Sell |
9,577
-4,767
| -33% | -$246K | 0.28% | 16 |
|
|
2015
Q4 | $671K | Buy |
14,344
+3,596
| +33% | +$168K | 0.39% | 12 |
|
|
2015
Q3 | $480K | Buy |
10,748
+3,817
| +55% | +$170K | 0.32% | 11 |
|
|
2015
Q2 | $290K | Sell |
6,931
-669
| -9% | -$28K | 0.15% | 20 |
|
|
2015
Q1 | $337K | Buy |
7,600
+635
| +9% | +$28.2K | 0.16% | 20 |
|
|
2014
Q4 | $342K | Sell |
6,965
-1,467
| -17% | -$72K | 0.17% | 19 |
|
|
2014
Q3 | $368K | Buy |
8,432
+202
| +2% | +$8.82K | 0.2% | 19 |
|
|
2014
Q2 | $373K | Buy |
8,230
+552
| +7% | +$25K | 0.22% | 14 |
|
|
2014
Q1 | $337K | Sell |
7,678
-196
| -2% | -$8.6K | 0.21% | 16 |
|
|
2013
Q4 | $324K | Sell |
7,874
-232
| -3% | -$9.55K | 0.2% | 18 |
|
|
2013
Q3 | $334K | Buy |
8,106
+38
| +0.5% | +$1.57K | 0.21% | 17 |
|
|
2013
Q2 | $356K | Buy |
+8,068
| New | +$356K | 0.24% | 14 |
|