New England Professional Planning Group’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 |
-3,659
| Closed | -$233K | – | 56 |
|
|
2019
Q4 | $233K | Buy |
+3,659
| New | +$233K | 0.18% | 46 |
|
|
2018
Q3 | $218K | Hold |
5,002
| – | – | 0.25% | 40 |
|
|
2018
Q2 | $233K | Hold |
5,002
| – | – | 0.3% | 33 |
|
|
2018
Q1 | $231K | Buy |
5,002
+500
| +11% | +$23.1K | 0.31% | 31 |
|
|
2017
Q4 | $210K | Buy |
+4,502
| New | +$210K | 0.26% | 41 |
|
|
2016
Q2 | $273K | Buy |
5,012
+510
| +11% | +$27.8K | 0.31% | 29 |
|
|
2016
Q1 | $233K | Hold |
4,502
| – | – | 0.23% | 34 |
|
|
2015
Q4 | $212K | Buy |
+4,502
| New | +$212K | 0.24% | 43 |
|
|
2015
Q3 | – | Sell |
-4,736
| Closed | -$200K | – | 49 |
|
|
2015
Q2 | $200K | Buy |
4,736
+234
| +5% | +$9.88K | 0.26% | 46 |
|
|
2015
Q1 | $203K | Hold |
4,502
| – | – | 0.27% | 43 |
|
|
2014
Q4 | $238K | Buy |
+4,502
| New | +$238K | 0.35% | 34 |
|