Nuveen Fund Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,372
| Closed | -$463K | – | 225 |
|
|
2018
Q1 | $463K | Sell |
10,372
-19,341
| -65% | -$863K | 0.21% | 146 |
|
|
2017
Q4 | $1.43M | Sell |
29,713
-21,990
| -43% | -$1.06M | 0.41% | 63 |
|
|
2017
Q3 | $2.54M | Sell |
51,703
-29,845
| -37% | -$1.47M | 0.52% | 51 |
|
|
2017
Q2 | $3.91M | Sell |
81,548
-4,358
| -5% | -$209K | 0.62% | 44 |
|
|
2017
Q1 | $4.28M | Buy |
85,906
+15,503
| +22% | +$772K | 0.56% | 42 |
|
|
2016
Q4 | $3.46M | Buy |
70,403
+25,748
| +58% | +$1.27M | 0.5% | 58 |
|
|
2016
Q3 | $2.29M | Buy |
44,655
+30,379
| +213% | +$1.56M | 0.32% | 108 |
|
|
2016
Q2 | $766K | Buy |
+14,276
| New | +$766K | 0.12% | 215 |
|