Park Avenue Institutional Advisers’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,765
| Closed | -$309K | – | 355 |
|
|
2016
Q2 | $309K | Buy |
5,765
+39
| +0.7% | +$2.09K | 0.27% | 92 |
|
|
2016
Q1 | $296K | Sell |
5,726
-161
| -3% | -$8.32K | 0.26% | 94 |
|
|
2015
Q4 | $275K | Sell |
5,887
-153
| -3% | -$7.15K | 0.24% | 101 |
|
|
2015
Q3 | $270K | Sell |
6,040
-96
| -2% | -$4.29K | 0.24% | 101 |
|
|
2015
Q2 | $257K | Buy |
+6,136
| New | +$257K | 0.21% | 122 |
|