MU Investments Company’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-340
| Closed | -$17K | – | 176 |
|
|
2017
Q3 | $17K | Sell |
340
-140
| -29% | -$7K | 0.01% | 157 |
|
|
2017
Q2 | $23K | Sell |
480
-200
| -29% | -$9.58K | 0.02% | 166 |
|
|
2017
Q1 | $34K | Buy |
+680
| New | +$34K | 0.02% | 159 |
|
|
2015
Q3 | – | Sell |
-800
| Closed | -$34K | – | 292 |
|
|
2015
Q2 | $34K | Hold |
800
| – | – | 0.02% | 279 |
|
|
2015
Q1 | $35K | Hold |
800
| – | – | 0.02% | 279 |
|
|
2014
Q4 | $40K | Hold |
800
| – | – | 0.02% | 290 |
|
|
2014
Q3 | $35K | Hold |
800
| – | – | 0.02% | 300 |
|
|
2014
Q2 | $36K | Hold |
800
| – | – | 0.02% | 302 |
|
|
2014
Q1 | $35K | Hold |
800
| – | – | 0.02% | 302 |
|
|
2013
Q4 | $33K | Hold |
800
| – | – | 0.01% | 310 |
|
|
2013
Q3 | $33K | Hold |
800
| – | – | 0.02% | 295 |
|
|
2013
Q2 | $35K | Buy |
+800
| New | +$35K | 0.01% | 292 |
|