Stifel Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $77K | Buy |
1,750
+750
| +75% | +$33K | 0.01% | 237 |
|
|
2014
Q2 | $46K | Sell |
1,000
-2,317
| -70% | -$107K | 0.01% | 284 |
|
|
2014
Q1 | $146K | Sell |
3,317
-100
| -3% | -$4.4K | 0.03% | 197 |
|
|
2013
Q4 | $141K | Sell |
3,417
-43
| -1% | -$1.77K | 0.03% | 194 |
|
|
2013
Q3 | $143K | Sell |
3,460
-700
| -17% | -$28.9K | 0.03% | 192 |
|
|
2013
Q2 | $184K | Buy |
+4,160
| New | +$184K | 0.04% | 177 |
|