KMS Financial Services’s Southern Company SO Stock Holding History

KMS Financial Services’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
2014 Q3	$1.09M	Buy
2014 Q2	$948K	Buy
2014 Q1	$869K	Buy
2013 Q4	$746K	Buy
2013 Q3	$493K	Sell
2013 Q2	$549K	Buy