VSR Financial Services’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 | $676K | Sell |
12,598
-3,253
| -21% | -$175K | 0.11% | 218 |
|
|
2016
Q1 | $820K | Buy |
15,851
+551
| +4% | +$28.5K | 0.09% | 254 |
|
|
2015
Q4 | $716K | Buy |
15,300
+235
| +2% | +$11K | 0.08% | 261 |
|
|
2015
Q3 | $673K | Buy |
15,065
+2,061
| +16% | +$92.1K | 0.08% | 255 |
|
|
2015
Q2 | $545K | Sell |
13,004
-1,192
| -8% | -$50K | 0.06% | 324 |
|
|
2015
Q1 | $629K | Sell |
14,196
-2,048
| -13% | -$90.7K | 0.07% | 299 |
|
|
2014
Q4 | $798K | Buy |
16,244
+6,545
| +67% | +$322K | 0.09% | 246 |
|
|
2014
Q3 | $423K | Buy |
9,699
+2,539
| +35% | +$111K | 0.05% | 368 |
|
|
2014
Q2 | $325K | Sell |
7,160
-550
| -7% | -$25K | 0.04% | 406 |
|
|
2014
Q1 | $339K | Buy |
7,710
+234
| +3% | +$10.3K | 0.05% | 411 |
|
|
2013
Q4 | $307K | Buy |
7,476
+194
| +3% | +$7.97K | 0.05% | 419 |
|
|
2013
Q3 | $300K | Sell |
7,282
-4,198
| -37% | -$173K | 0.05% | 389 |
|
|
2013
Q2 | $507K | Buy |
+11,480
| New | +$507K | 0.1% | 246 |
|