Madison Investment Holdings’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,300
| Closed | -$362K | – | 256 |
|
|
2018
Q3 | $362K | Hold |
8,300
| – | – | 0.01% | 242 |
|
|
2018
Q2 | $384K | Hold |
8,300
| – | – | 0.01% | 240 |
|
|
2018
Q1 | $371K | Sell |
8,300
-1,090
| -12% | -$48.7K | 0.01% | 229 |
|
|
2017
Q4 | $452K | Hold |
9,390
| – | – | 0.01% | 229 |
|
|
2017
Q3 | $461K | Hold |
9,390
| – | – | 0.01% | 232 |
|
|
2017
Q2 | $450K | Buy |
+9,390
| New | +$450K | 0.01% | 225 |
|