Waverton Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,647
| Closed | -$420K | – | 78 |
|
|
2018
Q4 | $420K | Buy |
13,647
+1,302
| +11% | +$40.1K | 0.03% | 71 |
|
|
2018
Q3 | $533K | Sell |
12,345
-1,832
| -13% | -$79.1K | 0.03% | 68 |
|
|
2018
Q2 | $664K | Sell |
14,177
-872
| -6% | -$40.8K | 0.04% | 64 |
|
|
2018
Q1 | $815K | Buy |
15,049
+445
| +3% | +$24.1K | 0.05% | 62 |
|
|
2017
Q4 | $693K | Buy |
+14,604
| New | +$693K | 0.04% | 70 |
|