MIM
Macroview Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-42
| Closed | -$2K | – | 382 |
|
|
2018
Q4 | $2K | Hold |
42
| – | – | 0.01% | 288 |
|
|
2018
Q3 | $2K | Hold |
42
| – | – | 0.01% | 291 |
|
|
2018
Q2 | $2K | Hold |
42
| – | – | 0.01% | 254 |
|
|
2018
Q1 | $2K | Buy |
+42
| New | +$2K | 0.01% | 200 |
|
|
2015
Q2 | – | Sell |
-76,662
| Closed | -$3.4M | – | 134 |
|
|
2015
Q1 | $3.4M | Buy |
76,662
+10,101
| +15% | +$447K | 3.16% | 14 |
|
|
2014
Q4 | $3.27M | Buy |
66,561
+7,615
| +13% | +$374K | 3.43% | 9 |
|
|
2014
Q3 | $2.57M | Buy |
58,946
+956
| +2% | +$41.7K | 3.45% | 10 |
|
|
2014
Q2 | $2.63M | Buy |
57,990
+7,615
| +15% | +$346K | 3.5% | 11 |
|
|
2014
Q1 | $2.21M | Buy |
50,375
+31,724
| +170% | +$1.39M | 3.36% | 11 |
|
|
2013
Q4 | $767K | Buy |
18,651
+3,860
| +26% | +$159K | 1.37% | 18 |
|
|
2013
Q3 | $609K | Sell |
14,791
-22,790
| -61% | -$938K | 1.05% | 15 |
|
|
2013
Q2 | $1.66M | Buy |
+37,581
| New | +$1.66M | 1.73% | 12 |
|