Stralem & Co’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
2016
Q4
$516K Sell
2016
Q3
$621K Sell
2016
Q2
$863K Hold
2016
Q1
$833K Sell
2015
Q4
$758K Sell
2015
Q3
$903K Sell
2015
Q2
$45M Sell
2015
Q1
$56.1M Sell
2014
Q4
$70.2M Sell
2014
Q3
$76.9M Sell
2014
Q2
$103M Sell
2014
Q1
$110M Sell
2013
Q4
$106M Sell
2013
Q3
$108M Buy
2013
Q2
$111M Buy