GMA
Glassy Mountain Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
2,449
-15
| -0.6% | -$1.38K | 0.07% | 60 |
|
|
2025
Q1 | $227K | Hold |
2,464
| – | – | 0.08% | 57 |
|
|
2024
Q4 | $203K | Hold |
2,464
| – | – | 0.07% | 58 |
|
|
2024
Q3 | $222K | Sell |
2,464
-265
| -10% | -$23.9K | 0.08% | 59 |
|
|
2024
Q2 | $212K | Buy |
+2,729
| New | +$212K | 0.08% | 56 |
|
|
2023
Q3 | – | Sell |
-3,331
| Closed | -$234K | – | 59 |
|
|
2023
Q2 | $234K | Buy |
+3,331
| New | +$234K | 0.1% | 56 |
|
|
2023
Q1 | – | Sell |
-12,286
| Closed | -$877K | – | 183 |
|
|
2022
Q4 | $877K | Buy |
+12,286
| New | +$877K | 0.48% | 46 |
|
|
2022
Q2 | $1.13M | Hold |
15,854
| – | – | 0.68% | 44 |
|
|
2022
Q1 | $1.15M | Hold |
15,854
| – | – | 0.59% | 44 |
|
|
2021
Q4 | $1.09M | Buy |
+15,854
| New | +$1.09M | 0.56% | 45 |
|