Sather Financial Group’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 |
-9,000
| Closed | -$417K | – | 70 |
|
|
2018
Q2 | $417K | Hold |
9,000
| – | – | 0.09% | 57 |
|
|
2018
Q1 | $402K | Hold |
9,000
| – | – | 0.09% | 55 |
|
|
2017
Q4 | $433K | Hold |
9,000
| – | – | 0.11% | 49 |
|
|
2017
Q3 | $442K | Hold |
9,000
| – | – | 0.12% | 51 |
|
|
2017
Q2 | $431K | Buy |
+9,000
| New | +$431K | 0.12% | 49 |
|