Parasol Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $183K | Sell |
3,680
-4,968
| -57% | -$247K | 0.3% | 30 |
|
|
2016
Q4 | $425K | Sell |
8,648
-126
| -1% | -$6.19K | 0.45% | 38 |
|
|
2016
Q3 | $450K | Sell |
8,774
-209
| -2% | -$10.7K | 0.47% | 37 |
|
|
2016
Q2 | $482K | Sell |
8,983
-620
| -6% | -$33.3K | 0.5% | 37 |
|
|
2016
Q1 | $497K | Sell |
9,603
-537
| -5% | -$27.8K | 0.48% | 29 |
|
|
2015
Q4 | $474K | Sell |
10,140
-475
| -4% | -$22.2K | 0.45% | 27 |
|
|
2015
Q3 | $474K | Sell |
10,615
-6,055
| -36% | -$270K | 0.43% | 30 |
|
|
2015
Q2 | $698K | Buy |
16,670
+2,465
| +17% | +$103K | 0.47% | 36 |
|
|
2015
Q1 | $629K | Buy |
14,205
+780
| +6% | +$34.5K | 0.4% | 43 |
|
|
2014
Q4 | $659K | Sell |
13,425
-495
| -4% | -$24.3K | 0.46% | 36 |
|
|
2014
Q3 | $608K | Buy |
13,920
+1,840
| +15% | +$80.4K | 0.42% | 34 |
|
|
2014
Q2 | $548K | Buy |
+12,080
| New | +$548K | 0.38% | 38 |
|