Madden Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,367
| Closed | -$103K | – | 363 |
|
|
2014
Q3 | $103K | Hold |
2,367
| – | – | 0.05% | 121 |
|
|
2014
Q2 | $107K | Hold |
2,367
| – | – | 0.05% | 113 |
|
|
2014
Q1 | $104K | Sell |
2,367
-236
| -9% | -$10.4K | 0.06% | 106 |
|
|
2013
Q4 | $107K | Sell |
2,603
-150
| -5% | -$6.17K | 0.08% | 96 |
|
|
2013
Q3 | $113K | Buy |
2,753
+550
| +25% | +$22.6K | 0.1% | 77 |
|
|
2013
Q2 | $97K | Buy |
+2,203
| New | +$97K | 0.08% | 82 |
|