GHAM
Gilman Hill Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
3,159
+44
| +1% | +$4.04K | 0.05% | 182 |
|
|
2025
Q1 | $286K | Sell |
3,115
-75
| -2% | -$6.9K | 0.05% | 178 |
|
|
2024
Q4 | $263K | Hold |
3,190
| – | – | 0.05% | 181 |
|
|
2024
Q3 | $288K | Sell |
3,190
-66
| -2% | -$5.95K | 0.05% | 181 |
|
|
2024
Q2 | $253K | Buy |
3,256
+141
| +5% | +$10.9K | 0.05% | 182 |
|
|
2024
Q1 | $223K | Buy |
+3,115
| New | +$223K | 0.04% | 192 |
|
|
2018
Q3 | – | Sell |
-4,748
| Closed | -$220K | – | 188 |
|
|
2018
Q2 | $220K | Buy |
4,748
+250
| +6% | +$11.6K | 0.09% | 154 |
|
|
2018
Q1 | $201K | Buy |
+4,498
| New | +$201K | 0.09% | 158 |
|
|
2017
Q3 | – | Sell |
-5,832
| Closed | -$279K | – | 176 |
|
|
2017
Q2 | $279K | Sell |
5,832
-750
| -11% | -$35.9K | 0.12% | 140 |
|
|
2017
Q1 | $328K | Sell |
6,582
-357
| -5% | -$17.8K | 0.14% | 127 |
|
|
2016
Q4 | $341K | Buy |
6,939
+1,875
| +37% | +$92.1K | 0.13% | 131 |
|
|
2016
Q3 | $260K | Buy |
5,064
+1,009
| +25% | +$51.8K | 0.1% | 145 |
|
|
2016
Q2 | $217K | Buy |
+4,055
| New | +$217K | 0.09% | 158 |
|