Lilley & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $449K | Sell |
9,886
-3,320
| -25% | -$151K | 0.2% | 75 |
|
|
2014
Q1 | $580K | Sell |
13,206
-3,973
| -23% | -$174K | 0.27% | 67 |
|
|
2013
Q4 | $706K | Sell |
17,179
-2,100
| -11% | -$86.3K | 0.33% | 63 |
|
|
2013
Q3 | $794K | Buy |
19,279
+608
| +3% | +$25K | 0.42% | 57 |
|
|
2013
Q2 | $824K | Buy |
+18,671
| New | +$824K | 0.45% | 54 |
|