Ronald Blue & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $908K | Buy |
18,959
+2,245
| +13% | +$108K | 0.03% | 81 |
|
|
2017
Q1 | $832K | Buy |
16,714
+371
| +2% | +$18.5K | 0.03% | 86 |
|
|
2016
Q4 | $804K | Sell |
16,343
-175
| -1% | -$8.61K | 0.03% | 88 |
|
|
2016
Q3 | $847K | Sell |
16,518
-4,772
| -22% | -$245K | 0.03% | 76 |
|
|
2016
Q2 | $1.14M | Sell |
21,290
-2,666
| -11% | -$143K | 0.05% | 60 |
|
|
2016
Q1 | $1.24M | Buy |
23,956
+7,389
| +45% | +$382K | 0.07% | 52 |
|
|
2015
Q4 | $776K | Sell |
16,567
-10,226
| -38% | -$479K | 0.04% | 67 |
|
|
2015
Q3 | $1.2M | Sell |
26,793
-5,146
| -16% | -$230K | 0.06% | 67 |
|
|
2015
Q2 | $1.34M | Buy |
31,939
+2,821
| +10% | +$118K | 0.06% | 58 |
|
|
2015
Q1 | $1.29M | Sell |
29,118
-14,089
| -33% | -$624K | 0.06% | 64 |
|
|
2014
Q4 | $2.12M | Buy |
43,207
+5,368
| +14% | +$264K | 0.1% | 41 |
|
|
2014
Q3 | $1.65M | Sell |
37,839
-2,433
| -6% | -$106K | 0.11% | 49 |
|
|
2014
Q2 | $1.83M | Buy |
40,272
+35
| +0.1% | +$1.59K | 0.12% | 40 |
|
|
2014
Q1 | $1.77M | Sell |
40,237
-1,571
| -4% | -$69K | 0.13% | 38 |
|
|
2013
Q4 | $1.72M | Buy |
41,808
+1,834
| +5% | +$75.4K | 0.13% | 49 |
|
|
2013
Q3 | $1.65M | Buy |
39,974
+6,004
| +18% | +$247K | 0.13% | 38 |
|
|
2013
Q2 | $1.5M | Buy |
+33,970
| New | +$1.5M | 0.12% | 28 |
|