MYCIO Wealth Partners’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 | – | Sell |
-661
| Closed | -$34K | – | 587 |
|
|
2016
Q3 | $34K | Hold |
661
| – | – | 0.01% | 405 |
|
|
2016
Q2 | $35K | Hold |
661
| – | – | 0.01% | 385 |
|
|
2016
Q1 | $34K | Sell |
661
-500
| -43% | -$25.7K | 0.01% | 365 |
|
|
2015
Q4 | $54K | Hold |
1,161
| – | – | 0.01% | 279 |
|
|
2015
Q3 | $52K | Hold |
1,161
| – | – | 0.01% | 288 |
|
|
2015
Q2 | $49K | Buy |
1,161
+100
| +9% | +$4.22K | 0.01% | 296 |
|
|
2015
Q1 | $47K | Buy |
1,061
+400
| +61% | +$17.7K | 0.01% | 292 |
|
|
2014
Q4 | $32K | Hold |
661
| – | – | 0.01% | 332 |
|
|
2014
Q3 | $29K | Hold |
661
| – | – | 0.01% | 315 |
|
|
2014
Q2 | $30K | Hold |
661
| – | – | 0.01% | 334 |
|
|
2014
Q1 | $29K | Sell |
661
-200
| -23% | -$8.78K | 0.01% | 329 |
|
|
2013
Q4 | $35K | Buy |
861
+200
| +30% | +$8.13K | 0.01% | 288 |
|
|
2013
Q3 | $27K | Hold |
661
| – | – | 0.01% | 299 |
|
|
2013
Q2 | $29K | Buy |
+661
| New | +$29K | 0.01% | 293 |
|