MSI Financial Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $6.55M | Buy |
133,099
+22,942
| +21% | +$1.13M | 0.21% | 114 |
|
|
2016
Q3 | $5.65M | Buy |
110,157
+3,864
| +4% | +$198K | 0.19% | 119 |
|
|
2016
Q2 | $5.7M | Sell |
106,293
-7,309
| -6% | -$392K | 0.2% | 122 |
|
|
2016
Q1 | $5.88M | Buy |
113,602
+13,367
| +13% | +$692K | 0.25% | 95 |
|
|
2015
Q4 | $4.69M | Buy |
100,235
+48,229
| +93% | +$2.26M | 0.21% | 117 |
|
|
2015
Q3 | $2.33M | Buy |
52,006
+3,141
| +6% | +$140K | 0.18% | 121 |
|
|
2015
Q2 | $2.05M | Buy |
48,865
+8,308
| +20% | +$348K | 0.15% | 160 |
|
|
2015
Q1 | $1.8M | Buy |
40,557
+3,231
| +9% | +$143K | 0.13% | 186 |
|
|
2014
Q4 | $1.83M | Sell |
37,326
-817
| -2% | -$40.1K | 0.2% | 132 |
|
|
2014
Q3 | $1.67M | Buy |
38,143
+2,887
| +8% | +$126K | 0.2% | 131 |
|
|
2014
Q2 | $1.6M | Buy |
35,256
+10,938
| +45% | +$496K | 0.21% | 129 |
|
|
2014
Q1 | $1.07M | Sell |
24,318
-11,772
| -33% | -$517K | 0.15% | 166 |
|
|
2013
Q4 | $1.48M | Buy |
36,090
+10,925
| +43% | +$449K | 0.23% | 112 |
|
|
2013
Q3 | $1.04M | Buy |
25,165
+652
| +3% | +$26.8K | 0.18% | 142 |
|
|
2013
Q2 | $1.08M | Buy |
+24,513
| New | +$1.08M | 0.22% | 110 |
|