Rand Wealth’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 | $1.42M | Sell |
32,569
-1,129
| -3% | -$49.2K | 0.16% | 139 |
|
|
2018
Q2 | $1.56M | Sell |
33,698
-15,334
| -31% | -$710K | 0.17% | 120 |
|
|
2018
Q1 | $2.19M | Buy |
49,032
+6,907
| +16% | +$308K | 0.25% | 100 |
|
|
2017
Q4 | $2.03M | Buy |
42,125
+37,745
| +862% | +$1.82M | 0.22% | 107 |
|
|
2017
Q3 | $215K | Buy |
4,380
+175
| +4% | +$8.59K | 0.02% | 211 |
|
|
2017
Q2 | $201K | Hold |
4,205
| – | – | 0.03% | 207 |
|
|
2017
Q1 | $209K | Buy |
+4,205
| New | +$209K | 0.03% | 205 |
|
|
2016
Q4 | – | Sell |
-4,035
| Closed | -$207K | – | 213 |
|
|
2016
Q3 | $207K | Buy |
4,035
+200
| +5% | +$10.3K | 0.03% | 211 |
|
|
2016
Q2 | $206K | Buy |
+3,835
| New | +$206K | 0.03% | 212 |
|
|
2015
Q1 | – | Sell |
-3,835
| Closed | -$200K | – | 214 |
|
|
2014
Q4 | $200K | Buy |
+3,835
| New | +$200K | 0.03% | 212 |
|