Pzena Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,846
| Closed | -$473K | – | 191 |
|
|
2018
Q3 | $473K | Hold |
10,846
| – | – | ﹤0.01% | 170 |
|
|
2018
Q2 | $502K | Sell |
10,846
-5,673
| -34% | -$263K | ﹤0.01% | 152 |
|
|
2018
Q1 | $738K | Buy |
16,519
+6,818
| +70% | +$305K | ﹤0.01% | 137 |
|
|
2017
Q4 | $467K | Buy |
9,701
+1,901
| +24% | +$91.5K | ﹤0.01% | 140 |
|
|
2017
Q3 | $383K | Buy |
7,800
+346
| +5% | +$17K | ﹤0.01% | 137 |
|
|
2017
Q2 | $357K | Buy |
7,454
+536
| +8% | +$25.7K | ﹤0.01% | 144 |
|
|
2017
Q1 | $344K | Buy |
+6,918
| New | +$344K | ﹤0.01% | 143 |
|