GWMIA
Global Wealth Management Investment Advisory’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
50,326
-4,170
| -8% | -$383K | 0.87% | 39 |
|
|
2025
Q1 | $5.01M | Buy |
54,496
+1,202
| +2% | +$111K | 1% | 30 |
|
|
2024
Q4 | $4.39M | Buy |
53,294
+995
| +2% | +$81.9K | 0.9% | 34 |
|
|
2024
Q3 | $4.72M | Sell |
52,299
-10,966
| -17% | -$989K | 1.02% | 30 |
|
|
2024
Q2 | $4.91M | Buy |
63,265
+2,058
| +3% | +$160K | 1.14% | 23 |
|
|
2024
Q1 | $4.39M | Buy |
61,207
+5,102
| +9% | +$366K | 1.08% | 26 |
|
|
2023
Q4 | $3.93M | Sell |
56,105
-644
| -1% | -$45.2K | 1.01% | 27 |
|
|
2023
Q3 | $3.67M | Buy |
56,749
+337
| +0.6% | +$21.8K | 1.03% | 27 |
|
|
2023
Q2 | $3.96M | Buy |
56,412
+238
| +0.4% | +$16.7K | 1.09% | 23 |
|
|
2023
Q1 | $3.91M | Buy |
56,174
+2,419
| +5% | +$168K | 1.18% | 20 |
|
|
2022
Q4 | $3.84M | Buy |
53,755
+22,026
| +69% | +$1.57M | 1.25% | 20 |
|
|
2022
Q3 | $2.16M | Buy |
31,729
+514
| +2% | +$35K | 0.77% | 47 |
|
|
2022
Q2 | $2.23M | Sell |
31,215
-15,338
| -33% | -$1.09M | 0.75% | 47 |
|
|
2022
Q1 | $3.38M | Buy |
46,553
+2,729
| +6% | +$198K | 1.01% | 31 |
|
|
2021
Q4 | $3.01M | Buy |
43,824
+1,834
| +4% | +$126K | 0.9% | 40 |
|
|
2021
Q3 | $2.6M | Buy |
41,990
+1,806
| +4% | +$112K | 0.82% | 43 |
|
|
2021
Q2 | $2.43M | Buy |
40,184
+1,311
| +3% | +$79.3K | 0.81% | 42 |
|
|
2021
Q1 | $2.42M | Buy |
38,873
+1,922
| +5% | +$119K | 0.87% | 38 |
|
|
2020
Q4 | $2.27M | Buy |
36,951
+152
| +0.4% | +$9.34K | 0.88% | 38 |
|
|
2020
Q3 | $2M | Buy |
36,799
+4,347
| +13% | +$236K | 0.86% | 37 |
|
|
2020
Q2 | $1.68M | Sell |
32,452
-648
| -2% | -$33.6K | 0.72% | 53 |
|
|
2020
Q1 | $1.79M | Buy |
33,100
+352
| +1% | +$19.1K | 0.9% | 38 |
|
|
2019
Q4 | $2.09M | Sell |
32,748
-557
| -2% | -$35.5K | 0.88% | 39 |
|
|
2019
Q3 | $2.06M | Buy |
33,305
+1,080
| +3% | +$66.7K | 0.94% | 37 |
|
|
2019
Q2 | $1.78M | Sell |
32,225
-604
| -2% | -$33.4K | 0.86% | 41 |
|
|
2019
Q1 | $1.7M | Sell |
32,829
-2,403
| -7% | -$124K | 0.88% | 39 |
|
|
2018
Q4 | $1.55M | Buy |
+35,232
| New | +$1.55M | 0.9% | 42 |
|