GAM
GEM Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
4,290
+60
| +1% | +$5.5K | 0.2% | 67 |
|
|
2025
Q1 | $388K | Hold |
4,230
| – | – | 0.22% | 65 |
|
|
2024
Q4 | $348K | Hold |
4,230
| – | – | 0.19% | 65 |
|
|
2024
Q3 | $376K | Buy |
4,230
+400
| +10% | +$35.6K | 0.21% | 65 |
|
|
2024
Q2 | $297K | Hold |
3,830
| – | – | 0.19% | 68 |
|
|
2024
Q1 | $267K | Hold |
3,830
| – | – | 0.18% | 71 |
|
|
2023
Q4 | $269K | Hold |
3,830
| – | – | 0.19% | 69 |
|
|
2023
Q3 | $248K | Hold |
3,830
| – | – | 0.2% | 69 |
|
|
2023
Q2 | $269K | Hold |
3,830
| – | – | 0.21% | 64 |
|
|
2023
Q1 | $266K | Hold |
3,830
| – | – | 0.22% | 60 |
|
|
2022
Q4 | $274K | Buy |
+3,830
| New | +$274K | 0.23% | 56 |
|