LBA Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $72K | Hold |
|
|||||
|
2016
Q4 | $71K | Hold |
|
|||||
|
2016
Q3 | $74K | Hold |
|
|||||
|
2016
Q2 | $77K | Hold |
|
|||||
|
2016
Q1 | $75K | Sell |
|
|||||
|
2015
Q4 | $110K | Hold |
|
|||||
|
2015
Q3 | $105K | Buy |
|
|||||
|
2015
Q2 | $45K | Hold |
|
|||||
|
2015
Q1 | $48K | Buy |
|
|||||
|
2014
Q4 | $1K | Hold |
|
|||||
|
2014
Q3 | $1K | Hold |
|
|||||
|
2014
Q2 | $1K | Hold |
|
|||||
|
2014
Q1 | $1K | Sell |
|
|||||
|
2013
Q4 | $6K | Buy |
|