GIA
GHP Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
5,171
-1
| -0% | -$92 | 0.02% | 302 |
|
|
2025
Q1 | $476K | Buy |
5,172
+312
| +6% | +$28.7K | 0.02% | 305 |
|
|
2024
Q4 | $400K | Buy |
4,860
+88
| +2% | +$7.24K | 0.02% | 313 |
|
|
2024
Q3 | $430K | Buy |
4,772
+217
| +5% | +$19.6K | 0.02% | 312 |
|
|
2024
Q2 | $353K | Buy |
4,555
+55
| +1% | +$4.27K | 0.02% | 325 |
|
|
2024
Q1 | $323K | Buy |
4,500
+3
| +0.1% | +$215 | 0.02% | 337 |
|
|
2023
Q4 | $315K | Sell |
4,497
-638
| -12% | -$44.7K | 0.02% | 338 |
|
|
2023
Q3 | $342K | Sell |
5,135
-894
| -15% | -$59.5K | 0.02% | 325 |
|
|
2023
Q2 | $419K | Buy |
6,029
+4,553
| +308% | +$316K | 0.02% | 317 |
|
|
2023
Q1 | $103K | Buy |
1,476
+374
| +34% | +$26K | 0.01% | 433 |
|
|
2022
Q4 | $78.7K | Sell |
1,102
-293
| -21% | -$20.9K | 0.01% | 456 |
|
|
2022
Q3 | $95K | Buy |
1,395
+295
| +27% | +$20.1K | 0.01% | 429 |
|
|
2022
Q2 | $78K | Buy |
1,100
+1
| +0.1% | +$71 | 0.01% | 442 |
|
|
2022
Q1 | $80K | Buy |
+1,099
| New | +$80K | 0.01% | 445 |
|
|
2021
Q2 | – | Sell |
-3,452
| Closed | -$215K | – | 299 |
|
|
2021
Q1 | $215K | Buy |
+3,452
| New | +$215K | 0.02% | 285 |
|
|
2018
Q2 | – | Sell |
-40,108
| Closed | -$1.79M | – | 302 |
|
|
2018
Q1 | $1.79M | Sell |
40,108
-5,372
| -12% | -$240K | 0.25% | 123 |
|
|
2017
Q4 | $2.19M | Sell |
45,480
-79
| -0.2% | -$3.8K | 0.31% | 104 |
|
|
2017
Q3 | $2.24M | Buy |
45,559
+2,078
| +5% | +$102K | 0.34% | 91 |
|
|
2017
Q2 | $2.08M | Buy |
43,481
+6,781
| +18% | +$325K | 0.33% | 95 |
|
|
2017
Q1 | $1.83M | Buy |
36,700
+2,067
| +6% | +$103K | 0.31% | 99 |
|
|
2016
Q4 | $1.7M | Buy |
34,633
+3,354
| +11% | +$165K | 0.32% | 99 |
|
|
2016
Q3 | $1.61M | Sell |
31,279
-133
| -0.4% | -$6.83K | 0.33% | 94 |
|
|
2016
Q2 | $1.69M | Buy |
31,412
+261
| +0.8% | +$14K | 0.36% | 88 |
|
|
2016
Q1 | $1.61M | Buy |
31,151
+278
| +0.9% | +$14.4K | 0.36% | 82 |
|
|
2015
Q4 | $1.45M | Sell |
30,873
-1,197
| -4% | -$56K | 0.35% | 80 |
|
|
2015
Q3 | $1.43M | Sell |
32,070
-187
| -0.6% | -$8.36K | 0.37% | 75 |
|
|
2015
Q2 | $1.38M | Buy |
32,257
+3,239
| +11% | +$139K | 0.34% | 77 |
|
|
2015
Q1 | $1.29M | Buy |
29,018
+2,089
| +8% | +$92.5K | 0.34% | 79 |
|
|
2014
Q4 | $1.32M | Buy |
26,929
+1,668
| +7% | +$81.9K | 0.36% | 71 |
|
|
2014
Q3 | $1.1M | Buy |
25,261
+1,569
| +7% | +$68.5K | 0.33% | 82 |
|
|
2014
Q2 | $1.08M | Sell |
23,692
-2,771
| -10% | -$126K | 0.32% | 89 |
|
|
2014
Q1 | $1.16M | Buy |
26,463
+589
| +2% | +$25.9K | 0.37% | 58 |
|
|
2013
Q4 | $1.06M | Sell |
25,874
-701
| -3% | -$28.8K | 0.35% | 70 |
|
|
2013
Q3 | $1.09M | Buy |
26,575
+91
| +0.3% | +$3.75K | 0.4% | 55 |
|
|
2013
Q2 | $1.17M | Buy |
+26,484
| New | +$1.17M | 0.47% | 41 |
|