Girard Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $459K | Sell |
5,914
-75
| -1% | -$5.82K | 0.04% | 186 |
|
|
2024
Q1 | $430K | Sell |
5,989
-563
| -9% | -$40.4K | 0.04% | 201 |
|
|
2023
Q4 | $459K | Buy |
6,552
+778
| +13% | +$54.6K | 0.05% | 191 |
|
|
2023
Q3 | $374K | Sell |
5,774
-50
| -0.9% | -$3.24K | 0.04% | 187 |
|
|
2023
Q2 | $409K | Sell |
5,824
-183
| -3% | -$12.9K | 0.04% | 188 |
|
|
2023
Q1 | $418K | Sell |
6,007
-628
| -9% | -$43.7K | 0.05% | 189 |
|
|
2022
Q4 | $474K | Buy |
6,635
+3,371
| +103% | +$241K | 0.05% | 192 |
|
|
2022
Q3 | $221K | Sell |
3,264
-117
| -3% | -$7.92K | 0.03% | 223 |
|
|
2022
Q2 | $241K | Sell |
3,381
-1,386
| -29% | -$98.8K | 0.03% | 206 |
|
|
2022
Q1 | $345K | Sell |
4,767
-209
| -4% | -$15.1K | 0.04% | 189 |
|
|
2021
Q4 | $341K | Sell |
4,976
-1,878
| -27% | -$129K | 0.04% | 194 |
|
|
2021
Q3 | $424K | Sell |
6,854
-1,984
| -22% | -$123K | 0.05% | 170 |
|
|
2021
Q2 | $534K | Sell |
8,838
-2,149
| -20% | -$130K | 0.07% | 158 |
|
|
2021
Q1 | $682K | Buy |
10,987
+119
| +1% | +$7.39K | 0.1% | 132 |
|
|
2020
Q4 | $667K | Sell |
10,868
-1,328
| -11% | -$81.5K | 0.1% | 133 |
|
|
2020
Q3 | $661K | Buy |
12,196
+2,153
| +21% | +$117K | 0.11% | 130 |
|
|
2020
Q2 | $520K | Buy |
10,043
+1,377
| +16% | +$71.3K | 0.09% | 137 |
|
|
2020
Q1 | $469K | Buy |
8,666
+3,558
| +70% | +$193K | 0.09% | 138 |
|
|
2019
Q4 | $325K | Buy |
5,108
+486
| +11% | +$30.9K | 0.05% | 188 |
|
|
2019
Q3 | $285K | Sell |
4,622
-721
| -13% | -$44.5K | 0.05% | 186 |
|
|
2019
Q2 | $295K | Buy |
5,343
+50
| +0.9% | +$2.76K | 0.05% | 196 |
|
|
2019
Q1 | $273K | Sell |
5,293
-820
| -13% | -$42.3K | 0.05% | 200 |
|
|
2018
Q4 | $268K | Sell |
6,113
-712
| -10% | -$31.2K | 0.06% | 193 |
|
|
2018
Q3 | $297K | Buy |
6,825
+359
| +6% | +$15.6K | 0.05% | 203 |
|
|
2018
Q2 | $299K | Buy |
6,466
+46
| +0.7% | +$2.13K | 0.06% | 211 |
|
|
2018
Q1 | $287K | Buy |
6,420
+118
| +2% | +$5.28K | 0.07% | 192 |
|
|
2017
Q4 | $303K | Sell |
6,302
-813
| -11% | -$39.1K | 0.06% | 217 |
|
|
2017
Q3 | $350K | Buy |
7,115
+1,351
| +23% | +$66.5K | 0.07% | 191 |
|
|
2017
Q2 | $276K | Sell |
5,764
-402
| -7% | -$19.2K | 0.06% | 210 |
|
|
2017
Q1 | $307K | Buy |
6,166
+301
| +5% | +$15K | 0.07% | 182 |
|
|
2016
Q4 | $289K | Sell |
5,865
-69
| -1% | -$3.4K | 0.08% | 178 |
|
|
2016
Q3 | $304K | Buy |
5,934
+90
| +2% | +$4.61K | 0.1% | 164 |
|
|
2016
Q2 | $313K | Buy |
5,844
+1,301
| +29% | +$69.7K | 0.12% | 152 |
|
|
2016
Q1 | $235K | Buy |
+4,543
| New | +$235K | 0.1% | 163 |
|