Pinnacle Summer Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $173K | Sell |
3,677
-1,510
| -29% | -$71K | 0.03% | 223 |
|
|
2015
Q3 | $230K | Buy |
5,187
+2,210
| +74% | +$98K | 0.04% | 264 |
|
|
2015
Q2 | $124K | Sell |
2,977
-1,191
| -29% | -$49.6K | 0.03% | 229 |
|
|
2015
Q1 | $184K | Buy |
4,168
+9
| +0.2% | +$397 | 0.03% | 323 |
|
|
2014
Q4 | $210K | Sell |
4,159
-91
| -2% | -$4.6K | 0.03% | 305 |
|
|
2014
Q3 | $186K | Hold |
4,250
| – | – | 0.02% | 337 |
|
|
2014
Q2 | $190K | Hold |
4,250
| – | – | 0.02% | 310 |
|
|
2014
Q1 | $195K | Hold |
4,250
| – | – | 0.02% | 265 |
|
|
2013
Q4 | $174K | Buy |
4,250
+974
| +30% | +$39.9K | 0.02% | 270 |
|
|
2013
Q3 | $134K | Hold |
3,276
| – | – | 0.02% | 291 |
|
|
2013
Q2 | $145K | Buy |
+3,276
| New | +$145K | 0.04% | 245 |
|