GHP Investment Advisors’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 | $490K | Hold |
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|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $342K | Sell |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $78.7K | Sell |
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|
2022
Q3 | $95K | Buy |
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|
2022
Q2 | $78K | Buy |
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|
2022
Q1 | $80K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $215K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.79M | Sell |
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|
2017
Q4 | $2.19M | Sell |
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|
2017
Q3 | $2.24M | Buy |
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|
2017
Q2 | $2.08M | Buy |
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|
2017
Q1 | $1.83M | Buy |
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|
2016
Q4 | $1.7M | Buy |
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|
2016
Q3 | $1.6M | Sell |
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|
2016
Q2 | $1.69M | Buy |
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|
2016
Q1 | $1.61M | Buy |
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|
2015
Q4 | $1.45M | Sell |
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|
2015
Q3 | $1.43M | Sell |
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|
2015
Q2 | $1.38M | Buy |
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|
2015
Q1 | $1.28M | Buy |
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|
2014
Q4 | $1.32M | Buy |
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|
2014
Q3 | $1.1M | Buy |
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|
2014
Q2 | $1.07M | Sell |
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|
2014
Q1 | $1.16M | Buy |
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|
2013
Q4 | $1.06M | Sell |
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|
2013
Q3 | $1.09M | Buy |
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|
2013
Q2 | $1.17M | Buy |
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