Yellowstone Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,448
| Closed | -$218K | – | 213 |
|
|
2014
Q4 | $218K | Buy |
+4,448
| New | +$218K | 0.12% | 156 |
|
|
2014
Q3 | – | Sell |
-4,858
| Closed | -$220K | – | 201 |
|
|
2014
Q2 | $220K | Sell |
4,858
-2
| -0% | -$91 | 0.13% | 148 |
|
|
2014
Q1 | $214K | Sell |
4,860
-240
| -5% | -$10.6K | 0.13% | 142 |
|
|
2013
Q4 | $210K | Buy |
+5,100
| New | +$210K | 0.14% | 145 |
|