Robert N. Shapiro’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $224K | Hold |
4,566
| – | – | 0.04% | 248 |
|
|
2014
Q3 | $199K | Hold |
4,566
| – | – | 0.04% | 273 |
|
|
2014
Q2 | $208K | Hold |
4,566
| – | – | 0.04% | 267 |
|
|
2014
Q1 | $201K | Sell |
4,566
-371
| -8% | -$16.3K | 0.04% | 263 |
|
|
2013
Q4 | $202K | Hold |
4,937
| – | – | 0.04% | 264 |
|
|
2013
Q3 | $203K | Buy |
4,937
+6
| +0.1% | +$247 | 0.04% | 269 |
|
|
2013
Q2 | $218K | Buy |
+4,931
| New | +$218K | 0.05% | 251 |
|