WealthTrust Fairport’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 | $41K | Hold |
800
| – | – | ﹤0.01% | 252 |
|
|
2018
Q4 | $35K | Hold |
800
| – | – | ﹤0.01% | 245 |
|
|
2018
Q3 | $35K | Hold |
800
| – | – | ﹤0.01% | 280 |
|
|
2018
Q2 | $37K | Hold |
800
| – | – | ﹤0.01% | 270 |
|
|
2018
Q1 | $36K | Buy |
+800
| New | +$36K | ﹤0.01% | 266 |
|
|
2015
Q1 | – | Sell |
-1,940
| Closed | -$95K | – | 342 |
|
|
2014
Q4 | $95K | Buy |
1,940
+1,140
| +143% | +$55.8K | 0.01% | 145 |
|
|
2014
Q3 | $35K | Hold |
800
| – | – | 0.01% | 177 |
|
|
2014
Q2 | $36K | Hold |
800
| – | – | 0.01% | 171 |
|
|
2014
Q1 | $35K | Hold |
800
| – | – | 0.01% | 164 |
|
|
2013
Q4 | $33K | Hold |
800
| – | – | 0.01% | 152 |
|
|
2013
Q3 | $33K | Hold |
800
| – | – | 0.01% | 180 |
|
|
2013
Q2 | $35K | Buy |
+800
| New | +$35K | 0.01% | 172 |
|