Global Retirement Partners’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 | $1.93M | Buy |
+21,051
| New | +$1.93M | 0.05% | 350 |
|
|
2024
Q4 | $1.7M | Buy |
20,607
+1,332
| +7% | +$110K | 0.05% | 334 |
|
|
2024
Q3 | $1.74M | Buy |
19,275
+1,763
| +10% | +$159K | 0.05% | 313 |
|
|
2024
Q2 | $1.36M | Buy |
17,512
+1,896
| +12% | +$147K | 0.04% | 352 |
|
|
2024
Q1 | $1.12M | Buy |
15,616
+760
| +5% | +$54.5K | 0.04% | 340 |
|
|
2023
Q4 | $1.04M | Buy |
14,856
+819
| +6% | +$57.6K | 0.04% | 334 |
|
|
2023
Q3 | $907K | Sell |
14,037
-2,408
| -15% | -$156K | 0.05% | 327 |
|
|
2023
Q2 | $1.16M | Sell |
16,445
-10,252
| -38% | -$720K | 0.06% | 293 |
|
|
2023
Q1 | $1.96M | Buy |
26,697
+2,565
| +11% | +$188K | 0.1% | 196 |
|
|
2022
Q4 | $1.72M | Buy |
24,132
+2,003
| +9% | +$143K | 0.12% | 182 |
|
|
2022
Q3 | $1.45M | Buy |
22,129
+10,606
| +92% | +$694K | 0.11% | 191 |
|
|
2022
Q2 | $822K | Buy |
11,523
+458
| +4% | +$32.7K | 0.07% | 272 |
|
|
2022
Q1 | $838K | Buy |
+11,065
| New | +$838K | 0.07% | 271 |
|
|
2021
Q4 | – | Sell |
-9,939
| Closed | -$616K | – | 1558 |
|
|
2021
Q3 | $616K | Buy |
9,939
+594
| +6% | +$36.8K | 0.06% | 266 |
|
|
2021
Q2 | $565K | Buy |
9,345
+1,144
| +14% | +$69.2K | 0.06% | 271 |
|
|
2021
Q1 | $510K | Buy |
8,201
+709
| +9% | +$44.1K | 0.06% | 257 |
|
|
2020
Q4 | $460K | Buy |
7,492
+71
| +1% | +$4.36K | 0.06% | 252 |
|
|
2020
Q3 | $402K | Sell |
7,421
-82
| -1% | -$4.44K | 0.06% | 260 |
|
|
2020
Q2 | $389K | Buy |
7,503
+1,775
| +31% | +$92K | 0.06% | 257 |
|
|
2020
Q1 | $310K | Sell |
5,728
-5,864
| -51% | -$317K | 0.06% | 255 |
|
|
2019
Q4 | $738K | Buy |
11,592
+144
| +1% | +$9.17K | 0.11% | 178 |
|
|
2019
Q3 | $707K | Sell |
11,448
-2,684
| -19% | -$166K | 0.12% | 173 |
|
|
2019
Q2 | $781K | Buy |
14,132
+3,718
| +36% | +$205K | 0.15% | 136 |
|
|
2019
Q1 | $538K | Buy |
10,414
+253
| +2% | +$13.1K | 0.13% | 145 |
|
|
2018
Q4 | $446K | Buy |
10,161
+1,508
| +17% | +$66.2K | 0.11% | 177 |
|
|
2018
Q3 | $377K | Buy |
8,653
+388
| +5% | +$16.9K | 0.09% | 210 |
|
|
2018
Q2 | $383K | Buy |
8,265
+359
| +5% | +$16.6K | 0.1% | 199 |
|
|
2018
Q1 | $353K | Buy |
7,906
+730
| +10% | +$32.6K | 0.1% | 201 |
|
|
2017
Q4 | $345K | Buy |
7,176
+224
| +3% | +$10.8K | 0.09% | 190 |
|
|
2017
Q3 | $342K | Buy |
6,952
+710
| +11% | +$34.9K | 0.14% | 138 |
|
|
2017
Q2 | $299K | Buy |
6,242
+681
| +12% | +$32.6K | 0.14% | 141 |
|
|
2017
Q1 | $277K | Buy |
5,561
+1,023
| +23% | +$51K | 0.15% | 130 |
|
|
2016
Q4 | $223K | Buy |
+4,538
| New | +$223K | 0.15% | 130 |
|