Somerset Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $945K | Buy |
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|
2017
Q1 | $955K | Buy |
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|
2016
Q4 | $926K | Buy |
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|
2016
Q3 | $960K | Buy |
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|
2016
Q2 | $971K | Buy |
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|
2016
Q1 | $903K | Buy |
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|
2015
Q4 | $795K | Buy |
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|
2015
Q3 | $729K | Sell |
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|
2015
Q2 | $798K | Sell |
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|
2015
Q1 | $937K | Sell |
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|
2014
Q4 | $1.28M | Buy |
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|
2014
Q3 | $1.12M | Buy |
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|
2014
Q2 | $553K | Sell |
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|
2014
Q1 | $551K | Buy |
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|
2013
Q4 | $482K | Buy |
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