St. Denis J. Villere & Co’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-13,851
| Closed | -$605K | – | 66 |
|
|
2014
Q3 | $605K | Hold |
13,851
| – | – | 0.03% | 49 |
|
|
2014
Q2 | $629K | Buy |
13,851
+350
| +3% | +$15.9K | 0.02% | 50 |
|
|
2014
Q1 | $593K | Buy |
13,501
+450
| +3% | +$19.8K | 0.02% | 50 |
|
|
2013
Q4 | $537K | Buy |
13,051
+551
| +4% | +$22.7K | 0.02% | 54 |
|
|
2013
Q3 | $515K | Hold |
12,500
| – | – | 0.02% | 54 |
|
|
2013
Q2 | $552K | Buy |
+12,500
| New | +$552K | 0.03% | 51 |
|