McQueen Ball & Associates’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-3,970
Closed -$213K 107
2016
Q2
$213K Hold
3,970
0.15% 95
2016
Q1
$205K Sell
3,970
-1,067
-21% -$55.1K 0.15% 93
2015
Q4
$236K Buy
+5,037
New +$236K 0.21% 78