Kopp Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
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|
2015
Q4 | $913K | Hold |
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|
2015
Q3 | $872K | Sell |
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|
2015
Q2 | $825K | Hold |
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|
2015
Q1 | $872K | Sell |
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|
2014
Q4 | $971K | Sell |
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|
2014
Q3 | $898K | Sell |
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|
2014
Q2 | $941K | Sell |
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|
2014
Q1 | $916K | Buy |
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|
2013
Q4 | $832K | Buy |
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|
2013
Q3 | $744K | Sell |
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|
2013
Q2 | $804K | Buy |
|