Spectrum Advisory Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-5,128
| Closed | -$233K | – | 170 |
|
|
2014
Q2 | $233K | Sell |
5,128
-500
| -9% | -$22.7K | 0.08% | 156 |
|
|
2014
Q1 | $247K | Sell |
5,628
-400
| -7% | -$17.6K | 0.09% | 149 |
|
|
2013
Q4 | $248K | Buy |
6,028
+668
| +12% | +$27.5K | 0.09% | 148 |
|
|
2013
Q3 | $221K | Hold |
5,360
| – | – | 0.09% | 155 |
|
|
2013
Q2 | $237K | Buy |
+5,360
| New | +$237K | 0.1% | 147 |
|