Krilogy Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,205
| Closed | -$53K | – | 594 |
|
|
2018
Q3 | $53K | Buy |
+1,205
| New | +$53K | 0.01% | 304 |
|
|
2018
Q2 | – | Sell |
-10,773
| Closed | -$481K | – | 576 |
|
|
2018
Q1 | $481K | Hold |
10,773
| – | – | 0.11% | 84 |
|
|
2017
Q4 | $518K | Buy |
10,773
+3,651
| +51% | +$176K | 0.13% | 78 |
|
|
2017
Q3 | $350K | Buy |
7,122
+5,856
| +463% | +$288K | 0.09% | 103 |
|
|
2017
Q2 | $61K | Hold |
1,266
| – | – | 0.02% | 285 |
|
|
2017
Q1 | $62K | Hold |
1,266
| – | – | 0.02% | 263 |
|
|
2016
Q4 | $62K | Sell |
1,266
-808
| -39% | -$39.6K | 0.02% | 263 |
|
|
2016
Q3 | $106K | Buy |
2,074
+8
| +0.4% | +$409 | 0.03% | 201 |
|
|
2016
Q2 | $111K | Buy |
2,066
+966
| +88% | +$51.9K | 0.04% | 188 |
|
|
2016
Q1 | $57K | Buy |
+1,100
| New | +$57K | 0.02% | 249 |
|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$45K | – | 584 |
|
|
2015
Q3 | $45K | Buy |
+1,000
| New | +$45K | 0.02% | 218 |
|