Nelson Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-592
| Closed | -$37K | – | 257 |
|
|
2019
Q3 | $37K | Buy |
+592
| New | +$37K | 0.01% | 174 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$18K | – | 272 |
|
|
2018
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 184 |
|
|
2017
Q4 | $19K | Hold |
400
| – | – | 0.01% | 205 |
|
|
2017
Q3 | $20K | Hold |
400
| – | – | 0.01% | 187 |
|
|
2017
Q2 | $19K | Hold |
400
| – | – | 0.01% | 191 |
|
|
2017
Q1 | $20K | Hold |
400
| – | – | 0.01% | 192 |
|
|
2016
Q4 | $20K | Buy |
+400
| New | +$20K | 0.01% | 181 |
|