WFG Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $762K | Sell |
15,912
-10
| -0.1% | -$479 | 0.17% | 138 |
|
|
2017
Q1 | $793K | Sell |
15,922
-12,921
| -45% | -$644K | 0.21% | 114 |
|
|
2016
Q4 | $1.42M | Sell |
28,843
-1,212
| -4% | -$59.6K | 0.35% | 73 |
|
|
2016
Q3 | $1.54M | Buy |
30,055
+1,797
| +6% | +$92.2K | 0.38% | 66 |
|
|
2016
Q2 | $1.52M | Buy |
28,258
+1,689
| +6% | +$90.6K | 0.4% | 59 |
|
|
2016
Q1 | $1.37M | Sell |
26,569
-2,067
| -7% | -$107K | 0.4% | 55 |
|
|
2015
Q4 | $1.34M | Sell |
28,636
-46,463
| -62% | -$2.17M | 0.4% | 55 |
|
|
2015
Q3 | $3.36M | Buy |
75,099
+9,724
| +15% | +$435K | 1.05% | 16 |
|
|
2015
Q2 | $2.74M | Sell |
65,375
-1,244
| -2% | -$52.1K | 0.75% | 22 |
|
|
2015
Q1 | $2.95M | Sell |
66,619
-9,559
| -13% | -$423K | 0.82% | 20 |
|
|
2014
Q4 | $3.74M | Buy |
76,178
+5,041
| +7% | +$248K | 0.76% | 13 |
|
|
2014
Q3 | $3.11M | Buy |
71,137
+1,966
| +3% | +$85.8K | 0.59% | 21 |
|
|
2014
Q2 | $3.14M | Buy |
69,171
+43,795
| +173% | +$1.99M | 0.59% | 21 |
|
|
2014
Q1 | $1.12M | Sell |
25,376
-25,331
| -50% | -$1.11M | 0.22% | 100 |
|
|
2013
Q4 | $2.09M | Sell |
50,707
-11,455
| -18% | -$471K | 0.3% | 70 |
|
|
2013
Q3 | $2.56M | Sell |
62,162
-985
| -2% | -$40.6K | 0.4% | 53 |
|
|
2013
Q2 | $2.79M | Buy |
+63,147
| New | +$2.79M | 0.46% | 43 |
|