Staton Financial Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $700K | Sell |
14,620
-945
| -6% | -$45.2K | 0.59% | 37 |
|
|
2017
Q1 | $775K | Buy |
15,565
+470
| +3% | +$23.4K | 0.67% | 36 |
|
|
2016
Q4 | $743K | Buy |
15,095
+565
| +4% | +$27.8K | 0.67% | 36 |
|
|
2016
Q3 | $745K | Sell |
14,530
-428
| -3% | -$21.9K | 0.68% | 36 |
|
|
2016
Q2 | $802K | Sell |
14,958
-1,725
| -10% | -$92.5K | 0.73% | 36 |
|
|
2016
Q1 | $863K | Sell |
16,683
-460
| -3% | -$23.8K | 0.83% | 32 |
|
|
2015
Q4 | $802K | Sell |
17,143
-735
| -4% | -$34.4K | 0.82% | 29 |
|
|
2015
Q3 | $799K | Buy |
17,878
+250
| +1% | +$11.2K | 0.85% | 29 |
|
|
2015
Q2 | $739K | Hold |
17,628
| – | – | 0.7% | 33 |
|
|
2015
Q1 | $781K | Buy |
+17,628
| New | +$781K | 0.71% | 31 |
|