GEM Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $414K | Hold |
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|
2025
Q2 | $393K | Buy |
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|
2025
Q1 | $388K | Hold |
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|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $274K | Buy |
|