Welch Investments’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $5.41M | Buy |
112,491
+5,051
| +5% | +$243K | 3.44% | 5 |
|
|
2017
Q3 | $5.28M | Buy |
107,440
+7,308
| +7% | +$359K | 3.64% | 2 |
|
|
2017
Q2 | $4.79M | Buy |
100,132
+5,343
| +6% | +$256K | 3.56% | 2 |
|
|
2017
Q1 | $4.72M | Buy |
94,789
+5,381
| +6% | +$268K | 3.74% | 1 |
|
|
2016
Q4 | $4.4M | Buy |
+89,408
| New | +$4.4M | 3.85% | 1 |
|