Partnervest Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,538
| Closed | -$70K | – | 683 |
|
|
2014
Q2 | $70K | Buy |
1,538
+600
| +64% | +$27.3K | 0.03% | 301 |
|
|
2014
Q1 | $41K | Buy |
938
+12
| +1% | +$525 | 0.02% | 359 |
|
|
2013
Q4 | $38K | Sell |
926
-2,105
| -69% | -$86.4K | 0.02% | 358 |
|
|
2013
Q3 | $125K | Buy |
3,031
+303
| +11% | +$12.5K | 0.06% | 170 |
|
|
2013
Q2 | $120K | Buy |
+2,728
| New | +$120K | 0.05% | 140 |
|