LAM
Lebenthal Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.56M | Buy |
51,399
+265
| +0.5% | +$13.2K | 0.32% | 97 |
|
|
2016
Q4 | $2.52M | Buy |
51,134
+771
| +2% | +$37.9K | 0.32% | 96 |
|
|
2016
Q3 | $2.58M | Buy |
50,363
+442
| +0.9% | +$22.7K | 0.34% | 90 |
|
|
2016
Q2 | $2.68M | Buy |
+49,921
| New | +$2.68M | 0.35% | 86 |
|