Gerber LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
2,989
+5
| +0.2% | +$459 | 0.19% | 72 |
|
|
2025
Q1 | $274K | Sell |
2,984
-61
| -2% | -$5.61K | 0.23% | 66 |
|
|
2024
Q4 | $251K | Buy |
3,045
+5
| +0.2% | +$412 | 0.18% | 70 |
|
|
2024
Q3 | $274K | Buy |
3,040
+5
| +0.2% | +$451 | 0.2% | 73 |
|
|
2024
Q2 | $235K | Buy |
3,035
+72
| +2% | +$5.59K | 0.19% | 80 |
|
|
2024
Q1 | $213K | Sell |
2,963
-343
| -10% | -$24.6K | 0.18% | 89 |
|
|
2023
Q4 | $232K | Buy |
+3,306
| New | +$232K | 0.21% | 79 |
|