ZA
Zweig Advisers’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-134,000
| Closed | -$7.17M | – | 60 |
|
|
2016
Q2 | $7.17M | Buy |
134,000
+66,000
| +97% | +$3.53M | 1.22% | 42 |
|
|
2016
Q1 | $3.52M | Hold |
68,000
| – | – | 0.59% | 54 |
|
|
2015
Q4 | $3.18M | Sell |
68,000
-6,000
| -8% | -$281K | 0.53% | 54 |
|
|
2015
Q3 | $3.31M | Hold |
74,000
| – | – | 0.57% | 58 |
|
|
2015
Q2 | $3.1M | Hold |
74,000
| – | – | 0.47% | 61 |
|
|
2015
Q1 | $3.28M | Buy |
+74,000
| New | +$3.28M | 0.47% | 60 |
|