Placemark Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $8.73M | Buy |
177,728
+30,109
| +20% | +$1.48M | 0.15% | 163 |
|
|
2014
Q3 | $6.45M | Buy |
147,619
+14,056
| +11% | +$614K | 0.12% | 215 |
|
|
2014
Q2 | $6.06M | Buy |
133,563
+30,564
| +30% | +$1.39M | 0.11% | 232 |
|
|
2014
Q1 | $4.52M | Sell |
102,999
-48,032
| -32% | -$2.11M | 0.09% | 269 |
|
|
2013
Q4 | $6.21M | Buy |
151,031
+77,544
| +106% | +$3.19M | 0.1% | 235 |
|
|
2013
Q3 | $3.03M | Buy |
73,487
+4,962
| +7% | +$204K | 0.06% | 385 |
|
|
2013
Q2 | $3.03M | Buy |
+68,525
| New | +$3.03M | 0.06% | 360 |
|