Gamble Jones Investment Counsel’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $285K | Hold |
|
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $238K | Sell |
|
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $334K | Hold |
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|
2020
Q3 | $295K | Hold |
|
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|
2020
Q2 | $282K | Hold |
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|
2020
Q1 | $294K | Hold |
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|
2019
Q4 | $346K | Sell |
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|
2019
Q3 | $354K | Sell |
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|
2019
Q2 | $367K | Hold |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $308K | Sell |
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|
2018
Q3 | $336K | Sell |
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|
2018
Q2 | $357K | Sell |
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|
2018
Q1 | $1.48M | Sell |
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|
2017
Q4 | $2.09M | Sell |
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|
2017
Q3 | $2.16M | Sell |
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|
2017
Q2 | $2.16M | Buy |
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|
2017
Q1 | $2.19M | Sell |
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|
2016
Q4 | $2.18M | Buy |
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|
2016
Q3 | $2.26M | Sell |
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|
2016
Q2 | $2.39M | Buy |
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|
2016
Q1 | $2.3M | Buy |
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|
2015
Q4 | $2.06M | Sell |
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|
2015
Q3 | $2.11M | Sell |
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|
2015
Q2 | $2.14M | Sell |
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|
2015
Q1 | $2.32M | Buy |
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|
2014
Q4 | $1.34M | Buy |
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|
2014
Q3 | $389K | Sell |
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|
2014
Q2 | $444K | Buy |
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|
2014
Q1 | $427K | Buy |
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|
2013
Q4 | $386K | Sell |
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|
2013
Q3 | $435K | Buy |
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|
2013
Q2 | $465K | Buy |
|