EGM
Engineers Gate Manager’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,275
| Closed | -$209K | – | 2511 |
|
|
2025
Q1 | $209K | Sell |
2,275
-5,761
| -72% | -$530K | ﹤0.01% | 1877 |
|
|
2024
Q4 | $662K | Buy |
8,036
+4,210
| +110% | +$347K | 0.01% | 1262 |
|
|
2024
Q3 | $345K | Buy |
+3,826
| New | +$345K | 0.01% | 1561 |
|
|
2024
Q1 | – | Sell |
-15,984
| Closed | -$1.12M | – | 2281 |
|
|
2023
Q4 | $1.12M | Buy |
15,984
+12,337
| +338% | +$865K | 0.03% | 751 |
|
|
2023
Q3 | $236K | Sell |
3,647
-7,414
| -67% | -$480K | 0.01% | 1427 |
|
|
2023
Q2 | $777K | Buy |
+11,061
| New | +$777K | 0.03% | 823 |
|
|
2022
Q4 | – | Sell |
-21,938
| Closed | -$1.49M | – | 2011 |
|
|
2022
Q3 | $1.49M | Buy |
21,938
+13,264
| +153% | +$902K | 0.09% | 271 |
|
|
2022
Q2 | $619K | Buy |
+8,674
| New | +$619K | 0.02% | 984 |
|
|
2021
Q4 | – | Sell |
-19,608
| Closed | -$1.22M | – | 2277 |
|
|
2021
Q3 | $1.22M | Buy |
19,608
+14,239
| +265% | +$882K | 0.07% | 411 |
|
|
2021
Q2 | $325K | Sell |
5,369
-2,074
| -28% | -$126K | 0.02% | 1079 |
|
|
2021
Q1 | $463K | Buy |
7,443
+3,043
| +69% | +$189K | 0.02% | 1043 |
|
|
2020
Q4 | $270K | Sell |
4,400
-3,490
| -44% | -$214K | 0.01% | 1359 |
|
|
2020
Q3 | $428K | Sell |
7,890
-52,340
| -87% | -$2.84M | 0.02% | 1068 |
|
|
2020
Q2 | $3.12M | Buy |
+60,230
| New | +$3.12M | 0.16% | 141 |
|
|
2017
Q2 | – | Sell |
-4,500
| Closed | -$224K | – | 780 |
|
|
2017
Q1 | $224K | Buy |
+4,500
| New | +$224K | 0.02% | 578 |
|
|
2016
Q1 | – | Sell |
-6,212
| Closed | -$291K | – | 812 |
|
|
2015
Q4 | $291K | Sell |
6,212
-7,463
| -55% | -$350K | 0.02% | 562 |
|
|
2015
Q3 | $611K | Buy |
+13,675
| New | +$611K | 0.05% | 416 |
|
|
2015
Q2 | – | Sell |
-39,404
| Closed | -$1.75M | – | 1165 |
|
|
2015
Q1 | $1.75M | Buy |
39,404
+7,448
| +23% | +$330K | 0.23% | 93 |
|
|
2014
Q4 | $1.57M | Buy |
+31,956
| New | +$1.57M | 0.45% | 11 |
|