WealthTrust Fairport’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $35K | Hold |
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|
2018
Q3 | $35K | Hold |
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|
2018
Q2 | $37K | Hold |
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|
2018
Q1 | $36K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $95K | Buy |
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|
2014
Q3 | $35K | Hold |
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|
2014
Q2 | $36K | Hold |
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|
2014
Q1 | $35K | Hold |
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|
2013
Q4 | $33K | Hold |
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|
2013
Q3 | $33K | Hold |
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|
2013
Q2 | $35K | Buy |
|