GJIA
Glass Jacobson Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,630
| Closed | -$463K | – | 805 |
|
|
2025
Q1 | $463K | Hold |
5,630
| – | – | 0.15% | 149 |
|
|
2024
Q4 | $463K | Buy |
5,630
+46
| +0.8% | +$3.79K | 0.15% | 149 |
|
|
2024
Q3 | $504K | Hold |
5,584
| – | – | 0.17% | 142 |
|
|
2024
Q2 | $433K | Hold |
5,584
| – | – | 0.16% | 145 |
|
|
2024
Q1 | $401K | Hold |
5,584
| – | – | 0.15% | 150 |
|
|
2023
Q4 | $392K | Hold |
5,584
| – | – | 0.16% | 146 |
|
|
2023
Q3 | $361K | Hold |
5,584
| – | – | 0.17% | 146 |
|
|
2023
Q2 | $392K | Buy |
+5,584
| New | +$392K | 0.18% | 141 |
|
|
2022
Q4 | $407K | Buy |
+5,694
| New | +$407K | 0.2% | 135 |
|