Westchester Capital Management (Nebraska)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-134
| Closed | -$8K | – | 50 |
|
|
2021
Q1 | $8K | Sell |
134
-266
| -67% | -$15.9K | ﹤0.01% | 44 |
|
|
2020
Q4 | $25K | Hold |
400
| – | – | 0.01% | 41 |
|
|
2020
Q3 | $22K | Hold |
400
| – | – | 0.01% | 38 |
|
|
2020
Q2 | $21K | Hold |
400
| – | – | 0.01% | 35 |
|
|
2020
Q1 | $22K | Buy |
+400
| New | +$22K | 0.01% | 38 |
|