Wedge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-236,791
| Closed | -$13.1M | – | 609 |
|
|
2019
Q2 | $13.1M | Sell |
236,791
-2,451
| -1% | -$135K | 0.15% | 185 |
|
|
2019
Q1 | $12.4M | Sell |
239,242
-14,286
| -6% | -$738K | 0.14% | 192 |
|
|
2018
Q4 | $11.1M | Sell |
253,528
-39,984
| -14% | -$1.76M | 0.14% | 206 |
|
|
2018
Q3 | $12.8M | Buy |
293,512
+61,571
| +27% | +$2.68M | 0.12% | 223 |
|
|
2018
Q2 | $10.7M | Buy |
+231,941
| New | +$10.7M | 0.11% | 233 |
|