Tirschwell & Loewy’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-52,285
| Closed | -$2.57M | – | 80 |
|
|
2016
Q4 | $2.57M | Sell |
52,285
-2,950
| -5% | -$145K | 0.46% | 41 |
|
|
2016
Q3 | $2.83M | Hold |
55,235
| – | – | 0.47% | 41 |
|
|
2016
Q2 | $2.96M | Sell |
55,235
-700
| -1% | -$37.5K | 0.52% | 42 |
|
|
2016
Q1 | $2.89M | Sell |
55,935
-8,915
| -14% | -$461K | 0.51% | 43 |
|
|
2015
Q4 | $3.03M | Buy |
64,850
+245
| +0.4% | +$11.5K | 0.53% | 40 |
|
|
2015
Q3 | $2.89M | Hold |
64,605
| – | – | 0.54% | 39 |
|
|
2015
Q2 | $2.71M | Buy |
64,605
+3,500
| +6% | +$147K | 0.46% | 44 |
|
|
2015
Q1 | $2.71M | Sell |
61,105
-1,375
| -2% | -$60.9K | 0.45% | 45 |
|
|
2014
Q4 | $3.07M | Sell |
62,480
-3,300
| -5% | -$162K | 0.5% | 43 |
|
|
2014
Q3 | $2.87M | Buy |
65,780
+1,850
| +3% | +$80.7K | 0.48% | 44 |
|
|
2014
Q2 | $2.9M | Buy |
63,930
+300
| +0.5% | +$13.6K | 0.47% | 44 |
|
|
2014
Q1 | $2.8M | Buy |
63,630
+350
| +0.6% | +$15.4K | 0.48% | 43 |
|
|
2013
Q4 | $2.6M | Buy |
63,280
+1,645
| +3% | +$67.6K | 0.45% | 45 |
|
|
2013
Q3 | $2.54M | Buy |
61,635
+650
| +1% | +$26.8K | 0.49% | 43 |
|
|
2013
Q2 | $2.69M | Buy |
+60,985
| New | +$2.69M | 0.57% | 41 |
|