SAM
Smithbridge Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,100
| Closed | -$201K | – | 53 |
|
|
2014
Q4 | $201K | Buy |
+4,100
| New | +$201K | 0.16% | 51 |
|
|
2013
Q4 | – | Sell |
-5,100
| Closed | -$210K | – | 50 |
|
|
2013
Q3 | $210K | Hold |
5,100
| – | – | 0.2% | 46 |
|
|
2013
Q2 | $225K | Buy |
+5,100
| New | +$225K | 0.23% | 44 |
|