Mondrian Investment Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-920
| Closed | -$59K | – | 120 |
|
|
2019
Q4 | $59K | Hold |
920
| – | – | ﹤0.01% | 94 |
|
|
2019
Q3 | $57K | Hold |
920
| – | – | ﹤0.01% | 95 |
|
|
2019
Q2 | $51K | Hold |
920
| – | – | ﹤0.01% | 94 |
|
|
2019
Q1 | $48K | Hold |
920
| – | – | ﹤0.01% | 97 |
|
|
2018
Q4 | $40K | Buy |
+920
| New | +$40K | ﹤0.01% | 102 |
|