Gladstone Institutional Advisory’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
21,356
-1,584
| -7% | -$145K | 0.08% | 243 |
|
|
2025
Q1 | $2.11M | Sell |
22,940
-1,748
| -7% | -$161K | 0.1% | 220 |
|
|
2024
Q4 | $2.03M | Sell |
24,688
-2,791
| -10% | -$230K | 0.09% | 220 |
|
|
2024
Q3 | $2.48M | Sell |
27,479
-10,934
| -28% | -$986K | 0.12% | 190 |
|
|
2024
Q2 | $2.98M | Buy |
38,413
+2,948
| +8% | +$229K | 0.16% | 167 |
|
|
2024
Q1 | $2.54M | Buy |
35,465
+26,442
| +293% | +$1.9M | 0.14% | 182 |
|
|
2023
Q4 | $633K | Buy |
9,023
+484
| +6% | +$33.9K | 0.04% | 368 |
|
|
2023
Q3 | $553K | Sell |
8,539
-1,154
| -12% | -$74.7K | 0.04% | 369 |
|
|
2023
Q2 | $681K | Sell |
9,693
-6,188
| -39% | -$435K | 0.04% | 342 |
|
|
2023
Q1 | $1.11M | Sell |
15,881
-19,303
| -55% | -$1.34M | 0.07% | 264 |
|
|
2022
Q4 | $2.51M | Buy |
35,184
+12,882
| +58% | +$920K | 0.18% | 165 |
|
|
2022
Q3 | $1.52M | Buy |
22,302
+13,903
| +166% | +$946K | 0.12% | 209 |
|
|
2022
Q2 | $599K | Sell |
8,399
-3,333
| -28% | -$238K | 0.05% | 369 |
|
|
2022
Q1 | $851K | Buy |
11,732
+677
| +6% | +$49.1K | 0.06% | 328 |
|
|
2021
Q4 | $758K | Buy |
11,055
+2,287
| +26% | +$157K | 0.06% | 305 |
|
|
2021
Q3 | $543K | Buy |
8,768
+3,580
| +69% | +$222K | 0.05% | 305 |
|
|
2021
Q2 | $314K | Buy |
5,188
+1,906
| +58% | +$115K | 0.04% | 386 |
|
|
2021
Q1 | $204K | Buy |
+3,282
| New | +$204K | 0.03% | 388 |
|