Spot Trading’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1116 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1172 |
|
|
2017
Q1 | – | Sell |
-741
| Closed | -$36K | – | 1160 |
|
|
2016
Q4 | $36K | Sell |
741
-8,759
| -92% | -$426K | ﹤0.01% | 576 |
|
|
2016
Q3 | $487K | Buy |
+9,500
| New | +$487K | 0.01% | 268 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1319 |
|
|
2016
Q1 | – | Sell |
-68,427
| Closed | -$3.2M | – | 1370 |
|
|
2015
Q4 | $3.2M | Buy |
68,427
+13,072
| +24% | +$612K | 0.03% | 109 |
|
|
2015
Q3 | $2.47M | Sell |
55,355
-18,944
| -25% | -$847K | 0.02% | 172 |
|
|
2015
Q2 | $3.11M | Buy |
74,299
+4,709
| +7% | +$197K | 0.03% | 129 |
|
|
2015
Q1 | $3.08M | Buy |
+69,590
| New | +$3.08M | 0.03% | 130 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1527 |
|
|
2014
Q3 | – | Sell |
-114,572
| Closed | -$5.2M | – | 1637 |
|
|
2014
Q2 | $5.2M | Buy |
+114,572
| New | +$5.2M | 0.02% | 122 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 1549 |
|
|
2013
Q4 | – | Sell |
-4,434
| Closed | -$183K | – | 1480 |
|
|
2013
Q3 | $183K | Sell |
4,434
-5,855
| -57% | -$242K | ﹤0.01% | 703 |
|
|
2013
Q2 | $454K | Buy |
+10,289
| New | +$454K | ﹤0.01% | 499 |
|