KMS Financial Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.09M | Buy |
24,941
+4,042
| +19% | +$176K | 0.15% | 149 |
|
|
2014
Q2 | $948K | Buy |
20,899
+1,134
| +6% | +$51.4K | 0.14% | 165 |
|
|
2014
Q1 | $869K | Buy |
19,765
+1,632
| +9% | +$71.8K | 0.14% | 169 |
|
|
2013
Q4 | $746K | Buy |
18,133
+6,164
| +51% | +$254K | 0.13% | 185 |
|
|
2013
Q3 | $493K | Sell |
11,969
-496
| -4% | -$20.4K | 0.12% | 201 |
|
|
2013
Q2 | $549K | Buy |
+12,465
| New | +$549K | 0.15% | 162 |
|