Wood Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-41,802
| Closed | -$1.84M | – | 68 |
|
|
2014
Q1 | $1.84M | Sell |
41,802
-5,267
| -11% | -$231K | 0.59% | 56 |
|
|
2013
Q4 | $1.94M | Sell |
47,069
-6,052
| -11% | -$249K | 0.56% | 55 |
|
|
2013
Q3 | $2.19M | Sell |
53,121
-4,534
| -8% | -$187K | 0.62% | 55 |
|
|
2013
Q2 | $2.54M | Buy |
+57,655
| New | +$2.54M | 0.68% | 57 |
|