Weatherstone Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,153
| Closed | -$204K | – | 102 |
|
|
2016
Q4 | $204K | Buy |
+4,153
| New | +$204K | 0.13% | 98 |
|
|
2016
Q3 | – | Sell |
-4,153
| Closed | -$223K | – | 87 |
|
|
2016
Q2 | $223K | Hold |
4,153
| – | – | 0.19% | 79 |
|
|
2016
Q1 | $215K | Buy |
+4,153
| New | +$215K | 0.16% | 75 |
|
|
2015
Q1 | – | Sell |
-4,153
| Closed | -$207K | – | 85 |
|
|
2014
Q4 | $207K | Buy |
+4,153
| New | +$207K | 0.12% | 70 |
|