SHA
Smith Hayes Advisers’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $627K | Buy |
12,115
+1,035
| +9% | +$53.6K | 0.13% | 181 |
|
|
2015
Q4 | $518K | Buy |
11,080
+287
| +3% | +$13.4K | 0.11% | 192 |
|
|
2015
Q3 | $482K | Sell |
10,793
-106
| -1% | -$4.73K | 0.1% | 190 |
|
|
2015
Q2 | $457K | Buy |
10,899
+168
| +2% | +$7.04K | 0.09% | 213 |
|
|
2015
Q1 | $475K | Buy |
10,731
+1,083
| +11% | +$47.9K | 0.09% | 216 |
|
|
2014
Q4 | $474K | Buy |
9,648
+1,083
| +13% | +$53.2K | 0.1% | 209 |
|
|
2014
Q3 | $374K | Sell |
8,565
-2,894
| -25% | -$126K | 0.09% | 212 |
|
|
2014
Q2 | $520K | Buy |
11,459
+600
| +6% | +$27.2K | 0.12% | 186 |
|
|
2014
Q1 | $477K | Buy |
10,859
+525
| +5% | +$23.1K | 0.12% | 186 |
|
|
2013
Q4 | $425K | Buy |
10,334
+26
| +0.3% | +$1.07K | 0.14% | 169 |
|
|
2013
Q3 | $424K | Buy |
10,308
+25
| +0.2% | +$1.03K | 0.16% | 150 |
|
|
2013
Q2 | $454K | Buy |
+10,283
| New | +$454K | 0.19% | 135 |
|