WFG Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $762K | Sell |
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|
2017
Q1 | $793K | Sell |
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|
2016
Q4 | $1.42M | Sell |
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|
2016
Q3 | $1.54M | Buy |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $1.37M | Sell |
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|
2015
Q4 | $1.34M | Sell |
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|
2015
Q3 | $3.36M | Buy |
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|
2015
Q2 | $2.74M | Sell |
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|
2015
Q1 | $2.95M | Sell |
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|
2014
Q4 | $3.74M | Buy |
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|
2014
Q3 | $3.1M | Buy |
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|
2014
Q2 | $3.14M | Buy |
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|
2014
Q1 | $1.11M | Sell |
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|
2013
Q4 | $2.08M | Sell |
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|
2013
Q3 | $2.56M | Sell |
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|
2013
Q2 | $2.79M | Buy |
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