WCBA
Weaver C. Barksdale & Associates’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.24M | Hold |
25,710
| – | – | 1.3% | 47 |
|
|
2017
Q3 | $1.26M | Hold |
25,710
| – | – | 1.41% | 40 |
|
|
2017
Q2 | $1.23M | Hold |
25,710
| – | – | 1.44% | 40 |
|
|
2017
Q1 | $1.28M | Buy |
25,710
+7,600
| +42% | +$378K | 1.51% | 38 |
|
|
2016
Q4 | $891K | Sell |
18,110
-100
| -0.5% | -$4.92K | 1.44% | 44 |
|
|
2016
Q3 | $934K | Buy |
18,210
+319
| +2% | +$16.4K | 1.57% | 25 |
|
|
2016
Q2 | $959K | Hold |
17,891
| – | – | 1.67% | 17 |
|
|
2016
Q1 | $926K | Sell |
17,891
-129
| -0.7% | -$6.68K | 0.7% | 43 |
|
|
2015
Q4 | $843K | Hold |
18,020
| – | – | 0.66% | 51 |
|
|
2015
Q3 | $805K | Buy |
+18,020
| New | +$805K | 0.65% | 48 |
|