Marshwinds Advisory’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $3.3M | Sell |
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|
2018
Q3 | $3.43M | Sell |
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|
2018
Q2 | $3.69M | Sell |
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|
2018
Q1 | $3.56M | Buy |
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|
2017
Q4 | $3.8M | Sell |
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|
2017
Q3 | $4.3M | Sell |
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|
2017
Q2 | $4.24M | Sell |
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|
2017
Q1 | $4.45M | Sell |
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|
2016
Q4 | $4.45M | Buy |
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|
2016
Q3 | $3.04M | Sell |
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|
2016
Q2 | $3.26M | Buy |
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|
2016
Q1 | $3.12M | Sell |
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|
2015
Q4 | $3.01M | Sell |
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|
2015
Q3 | $2.89M | Buy |
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|
2015
Q2 | $2.67M | Sell |
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|
2015
Q1 | $2.85M | Buy |
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|
2014
Q4 | $1.7M | Buy |
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|
2014
Q3 | $1.5M | Buy |
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|
2014
Q2 | $1.25M | Buy |
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|
2014
Q1 | $1.16M | Buy |
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|
2013
Q4 | $915K | Buy |
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|
2013
Q3 | $811K | Buy |
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|
2013
Q2 | $836K | Buy |
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