Prentiss Smith & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-930
| Closed | -$43K | – | 271 |
|
|
2018
Q2 | $43K | Sell |
930
-370
| -28% | -$17.1K | 0.03% | 127 |
|
|
2018
Q1 | $58K | Buy |
1,300
+200
| +18% | +$8.92K | 0.03% | 115 |
|
|
2017
Q4 | $53K | Buy |
+1,100
| New | +$53K | 0.03% | 128 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$9K | – | 343 |
|
|
2015
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 249 |
|
|
2015
Q3 | $9K | Buy |
+200
| New | +$9K | 0.01% | 228 |
|