SII Investments’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$409K Sell
2017
Q3
$468K Buy
2017
Q2
$391K Sell
2017
Q1
$548K Buy
2016
Q4
$528K Buy
2016
Q3
$494K Sell
2016
Q2
$762K Buy
2016
Q1
$598K Buy
2015
Q4
$475K Sell
2015
Q3
$620K Sell
2015
Q2
$655K Buy
2015
Q1
$586K Sell
2014
Q4
$708K Sell
2014
Q3
$721K Sell
2014
Q2
$792K Sell
2014
Q1
$767K Sell
2013
Q4
$753K Buy
2013
Q3
$280K Sell
2013
Q2
$833K Buy