Gladstone Institutional Advisory’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Buy |
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|
2025
Q2 | $1.96M | Sell |
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|
2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $2.03M | Sell |
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|
2024
Q3 | $2.48M | Sell |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $681K | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $599K | Sell |
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|
2022
Q1 | $851K | Buy |
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|
2021
Q4 | $758K | Buy |
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|
2021
Q3 | $543K | Buy |
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|
2021
Q2 | $314K | Buy |
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|
2021
Q1 | $204K | Buy |
|