Sterneck Capital Management’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 |
-4,654
| Closed | -$203K | – | 124 |
|
|
2014
Q3 | $203K | Hold |
4,654
| – | – | 0.12% | 112 |
|
|
2014
Q2 | $211K | Buy |
+4,654
| New | +$211K | 0.12% | 116 |
|
|
2014
Q1 | – | Sell |
-5,000
| Closed | -$206K | – | 150 |
|
|
2013
Q4 | $206K | Hold |
5,000
| – | – | 0.12% | 132 |
|
|
2013
Q3 | $206K | Sell |
5,000
-1,000
| -17% | -$41.2K | 0.13% | 140 |
|
|
2013
Q2 | $265K | Buy |
+6,000
| New | +$265K | 0.17% | 125 |
|