Windward Capital Management’s Southern Company SO Stock Holding History

Windward Capital Management’s Portfolio SO Stock Details SO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell
2018 Q2	$2.26M	Buy
2018 Q1	$2.16M	Buy
2017 Q4	$1.6M	Buy
2017 Q3	$814K	Buy
2017 Q2	$763K	Buy
2017 Q1	$726K	Buy
2016 Q4	$545K	Buy
2016 Q3	$441K	Buy
2016 Q2	$269K	Buy
2016 Q1	$246K	Buy