GTAM
Global Trust Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.9K | Hold |
663
| – | – | 0.03% | 253 |
|
|
2025
Q1 | $61K | Sell |
663
-100
| -13% | -$9.2K | 0.04% | 242 |
|
|
2024
Q4 | $62.8K | Buy |
763
+100
| +15% | +$8.23K | 0.02% | 270 |
|
|
2024
Q3 | $59.8K | Hold |
663
| – | – | 0.02% | 273 |
|
|
2024
Q2 | $51.4K | Hold |
663
| – | – | 0.02% | 263 |
|
|
2024
Q1 | $47.6K | Hold |
663
| – | – | 0.02% | 265 |
|
|
2023
Q4 | $46.5K | Hold |
663
| – | – | 0.02% | 252 |
|
|
2023
Q3 | $42.9K | Hold |
663
| – | – | 0.02% | 250 |
|
|
2023
Q2 | $46.6K | Hold |
663
| – | – | 0.02% | 242 |
|
|
2023
Q1 | $46.1K | Hold |
663
| – | – | 0.02% | 233 |
|
|
2022
Q4 | $47.3K | Hold |
663
| – | – | 0.02% | 226 |
|
|
2022
Q3 | $45K | Hold |
663
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $47K | Hold |
663
| – | – | 0.02% | 232 |
|
|
2022
Q1 | $48K | Hold |
663
| – | – | 0.02% | 277 |
|
|
2021
Q4 | $45K | Sell |
663
-45
| -6% | -$3.05K | 0.02% | 268 |
|
|
2021
Q3 | $44K | Sell |
708
-200
| -22% | -$12.4K | 0.02% | 250 |
|
|
2021
Q2 | $55K | Sell |
908
-9
| -1% | -$545 | 0.03% | 247 |
|
|
2021
Q1 | $57K | Hold |
917
| – | – | 0.03% | 217 |
|
|
2020
Q4 | $56K | Hold |
917
| – | – | 0.03% | 226 |
|
|
2020
Q3 | $50K | Hold |
917
| – | – | 0.03% | 199 |
|
|
2020
Q2 | $48K | Sell |
917
-2
| -0.2% | -$105 | 0.03% | 184 |
|
|
2020
Q1 | $53K | Sell |
919
-1,352
| -60% | -$78K | 0.04% | 193 |
|
|
2019
Q4 | $145K | Hold |
2,271
| – | – | 0.09% | 171 |
|
|
2019
Q3 | $140K | Sell |
2,271
-14,491
| -86% | -$893K | 0.09% | 156 |
|
|
2019
Q2 | $140K | Buy |
16,762
+14,491
| +638% | +$121K | 0.09% | 167 |
|
|
2019
Q1 | $117K | Hold |
2,271
| – | – | 0.09% | 168 |
|
|
2018
Q4 | $100K | Buy |
2,271
+2
| +0.1% | +$88 | 0.09% | 152 |
|
|
2018
Q3 | $99K | Hold |
2,269
| – | – | 0.07% | 175 |
|
|
2018
Q2 | $105K | Sell |
2,269
-1,275
| -36% | -$59K | 0.08% | 161 |
|
|
2018
Q1 | $158K | Hold |
3,544
| – | – | 0.12% | 145 |
|
|
2017
Q4 | $170K | Buy |
+3,544
| New | +$170K | 0.12% | 153 |
|