LA
Lynch & Associates’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,935
| Closed | -$667K | – | 100 |
|
|
2017
Q2 | $667K | Sell |
13,935
-845
| -6% | -$40.4K | 0.26% | 65 |
|
|
2017
Q1 | $736K | Sell |
14,780
-325
| -2% | -$16.2K | 0.3% | 62 |
|
|
2016
Q4 | $743K | Sell |
15,105
-290
| -2% | -$14.3K | 0.31% | 60 |
|
|
2016
Q3 | $790K | Sell |
15,395
-515
| -3% | -$26.4K | 0.35% | 59 |
|
|
2016
Q2 | $853K | Buy |
15,910
+200
| +1% | +$10.7K | 0.38% | 57 |
|
|
2016
Q1 | $813K | Buy |
15,710
+3,655
| +30% | +$189K | 0.39% | 56 |
|
|
2015
Q4 | $564K | Buy |
12,055
+745
| +7% | +$34.9K | 0.29% | 66 |
|
|
2015
Q3 | $506K | Hold |
11,310
| – | – | 0.28% | 69 |
|
|
2015
Q2 | $474K | Sell |
11,310
-475
| -4% | -$19.9K | 0.25% | 73 |
|
|
2015
Q1 | $522K | Buy |
11,785
+3,720
| +46% | +$165K | 0.27% | 70 |
|
|
2014
Q4 | $396K | Sell |
8,065
-3,480
| -30% | -$171K | 0.21% | 73 |
|
|
2014
Q3 | $504K | Buy |
11,545
+190
| +2% | +$8.29K | 0.28% | 71 |
|
|
2014
Q2 | $515K | Buy |
11,355
+675
| +6% | +$30.6K | 0.29% | 69 |
|
|
2014
Q1 | $469K | Sell |
10,680
-125
| -1% | -$5.49K | 0.28% | 69 |
|
|
2013
Q4 | $444K | Sell |
10,805
-2,495
| -19% | -$103K | 0.27% | 73 |
|
|
2013
Q3 | $548K | Sell |
13,300
-475
| -3% | -$19.6K | 0.37% | 62 |
|
|
2013
Q2 | $608K | Buy |
+13,775
| New | +$608K | 0.42% | 59 |
|