TSWM
Triangle Securities Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,762
| Closed | -$202K | – | 125 |
|
|
2016
Q2 | $202K | Sell |
3,762
-320
| -8% | -$17.2K | 0.15% | 119 |
|
|
2016
Q1 | $211K | Buy |
+4,082
| New | +$211K | 0.14% | 129 |
|
|
2015
Q3 | – | Sell |
-5,072
| Closed | -$213K | – | 138 |
|
|
2015
Q2 | $213K | Hold |
5,072
| – | – | 0.15% | 130 |
|
|
2015
Q1 | $225K | Buy |
5,072
+550
| +12% | +$24.4K | 0.16% | 131 |
|
|
2014
Q4 | $222K | Buy |
+4,522
| New | +$222K | 0.16% | 126 |
|
|
2014
Q3 | – | Sell |
-4,522
| Closed | -$205K | – | 129 |
|
|
2014
Q2 | $205K | Sell |
4,522
-305
| -6% | -$13.8K | 0.16% | 124 |
|
|
2014
Q1 | $226K | Buy |
+4,827
| New | +$226K | 0.2% | 107 |
|
|
2013
Q3 | – | Sell |
-4,522
| Closed | -$200K | – | 340 |
|
|
2013
Q2 | $200K | Buy |
+4,522
| New | +$200K | 0.15% | 119 |
|