WealthTrust-Arizona’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $3K | Buy |
66
+1
| +2% | +$45 | ﹤0.01% | 541 |
|
|
2018
Q3 | $3K | Buy |
65
+1
| +2% | +$46 | ﹤0.01% | 562 |
|
|
2018
Q2 | $3K | Buy |
64
+1
| +2% | +$47 | ﹤0.01% | 560 |
|
|
2018
Q1 | $3K | Buy |
63
+1
| +2% | +$48 | ﹤0.01% | 548 |
|
|
2017
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 560 |
|
|
2017
Q3 | $3K | Buy |
62
+1
| +2% | +$48 | ﹤0.01% | 555 |
|
|
2017
Q2 | $3K | Buy |
61
+1
| +2% | +$49 | ﹤0.01% | 540 |
|
|
2017
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 524 |
|
|
2016
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 523 |
|
|
2016
Q3 | $3K | Buy |
60
+50
| +500% | +$2.5K | ﹤0.01% | 532 |
|
|
2016
Q2 | $1K | Sell |
10
-197
| -95% | -$19.7K | ﹤0.01% | 568 |
|
|
2016
Q1 | $11K | Buy |
207
+2
| +1% | +$106 | 0.01% | 336 |
|
|
2015
Q4 | $10K | Buy |
205
+2
| +1% | +$98 | 0.01% | 381 |
|
|
2015
Q3 | $9K | Buy |
203
+3
| +2% | +$133 | 0.01% | 392 |
|
|
2015
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 437 |
|
|
2015
Q1 | $9K | Buy |
+200
| New | +$9K | 0.01% | 430 |
|
|
2013
Q4 | – | Sell |
-355
| Closed | -$15K | – | 678 |
|
|
2013
Q3 | $15K | Hold |
355
| – | – | 0.02% | 292 |
|
|
2013
Q2 | $16K | Buy |
+355
| New | +$16K | 0.02% | 257 |
|