US Financial Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-45
| Closed | -$2K | – | 351 |
|
|
2016
Q1 | $2K | Sell |
45
-847
| -95% | -$37.6K | ﹤0.01% | 340 |
|
|
2015
Q4 | $42K | Buy |
892
+358
| +67% | +$16.9K | 0.04% | 158 |
|
|
2015
Q3 | $24K | Buy |
+534
| New | +$24K | 0.04% | 187 |
|
|
2015
Q2 | – | Sell |
-453
| Closed | -$20K | – | 566 |
|
|
2015
Q1 | $20K | Hold |
453
| – | – | 0.02% | 194 |
|
|
2014
Q4 | $22K | Buy |
+453
| New | +$22K | 0.02% | 175 |
|