Global Retirement Partners’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 | $2.16M | Buy |
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|
2025
Q2 | $1.93M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $907K | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.96M | Buy |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $822K | Buy |
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|
2022
Q1 | $838K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $616K | Buy |
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|
2021
Q2 | $565K | Buy |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $389K | Buy |
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|
2020
Q1 | $310K | Sell |
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|
2019
Q4 | $738K | Buy |
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|
2019
Q3 | $707K | Sell |
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|
2019
Q2 | $781K | Buy |
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|
2019
Q1 | $538K | Buy |
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|
2018
Q4 | $446K | Buy |
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|
2018
Q3 | $377K | Buy |
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|
2018
Q2 | $383K | Buy |
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|
2018
Q1 | $353K | Buy |
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|
2017
Q4 | $345K | Buy |
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|
2017
Q3 | $342K | Buy |
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|
2017
Q2 | $299K | Buy |
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|
2017
Q1 | $277K | Buy |
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|
2016
Q4 | $223K | Buy |
|