Stevens First Principles Investment Advisors’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-500	Closed	-$22K	–	175
2018 Q1	$22K	Hold	500	–	–	0.01%	118
2017 Q4	$24K	Hold	500	–	–	0.01%	135
2017 Q3	$25K	Hold	500	–	–	0.01%	126
2017 Q2	$24K	Hold	500	–	–	0.01%	124
2017 Q1	$25K	Hold	500	–	–	0.02%	118
2016 Q4	$25K	Hold	500	–	–	0.02%	127
2016 Q3	$26K	Hold	500	–	–	0.02%	111
2016 Q2	$27K	Hold	500	–	–	0.02%	101
2016 Q1	$26K	Hold	500	–	–	0.02%	100
2015 Q4	$23K	Hold	500	–	–	0.02%	136
2015 Q3	$22K	Buy	+500	New	+$21.9K	0.02%	144
2015 Q2	–	Sell	-500	Closed	-$22K	–	238
2015 Q1	$22K	Hold	500	–	–	0.01%	157
2014 Q4	$25K	Hold	500	–	–	0.02%	153
2014 Q3	$22K	Hold	500	–	–	0.01%	177
2014 Q2	$23K	Buy	+500	New	+$22.1K	0.01%	170
2013 Q4	–	Sell	-134	Closed	-$6K	–	225
2013 Q3	$6K	Buy	+134	New	+$5.77K	﹤0.01%	191