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Gilman Hill Asset Management’s Southern Company SO Stock Holding History

Gilman Hill Asset Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Sell
2,920
-50
-2% -$4.71K 0.04% 196
2026
Q1 		$287K Sell
2,970
-125
-4% -$11.6K 0.04% 189
2025
Q4 		$270K Buy
3,095
+111
+4% +$10.1K 0.04% 193
2025
Q3 		$283K Sell
2,984
-175
-6% -$16.3K 0.04% 183
2025
Q2 		$290K Buy
3,159
+44
+1% +$3.95K 0.05% 182
2025
Q1 		$286K Sell
3,115
-75
-2% -$6.49K 0.05% 178
2024
Q4 		$263K Hold
3,190
– – 0.05% 181
2024
Q3 		$288K Sell
3,190
-66
-2% -$5.64K 0.05% 181
2024
Q2 		$253K Buy
3,256
+141
+5% +$10.7K 0.05% 182
2024
Q1 		$223K Buy
+3,115
New +$215K 0.04% 192
2018
Q3 		– Sell
-4,748
Closed -$220K – 188
2018
Q2 		$220K Buy
4,748
+250
+6% +$11.2K 0.09% 154
2018
Q1 		$201K Buy
+4,498
New +$200K 0.09% 158
2017
Q3 		– Sell
-5,832
Closed -$279K – 176
2017
Q2 		$279K Sell
5,832
-750
-11% -$37.6K 0.12% 140
2017
Q1 		$328K Sell
6,582
-357
-5% -$17.6K 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% +$53.1K 0.1% 145
2016
Q2 		$217K Buy
+4,055
New +$204K 0.09% 158

Other funds holding SO

CIM
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ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return