Global Wealth Management Investment Advisory’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
Q2 | $4.62M | Sell |
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|
2025
Q1 | $5.01M | Buy |
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|
2024
Q4 | $4.39M | Buy |
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|
2024
Q3 | $4.72M | Sell |
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|
2024
Q2 | $4.91M | Buy |
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|
2024
Q1 | $4.39M | Buy |
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|
2023
Q4 | $3.93M | Sell |
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|
2023
Q3 | $3.67M | Buy |
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|
2023
Q2 | $3.96M | Buy |
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|
2023
Q1 | $3.91M | Buy |
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|
2022
Q4 | $3.84M | Buy |
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|
2022
Q3 | $2.16M | Buy |
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|
2022
Q2 | $2.23M | Sell |
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|
2022
Q1 | $3.38M | Buy |
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|
2021
Q4 | $3M | Buy |
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|
2021
Q3 | $2.6M | Buy |
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|
2021
Q2 | $2.43M | Buy |
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|
2021
Q1 | $2.42M | Buy |
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|
2020
Q4 | $2.27M | Buy |
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|
2020
Q3 | $2M | Buy |
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|
2020
Q2 | $1.68M | Sell |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $2.09M | Sell |
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|
2019
Q3 | $2.06M | Buy |
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|
2019
Q2 | $1.78M | Sell |
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|
2019
Q1 | $1.7M | Sell |
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|
2018
Q4 | $1.55M | Buy |
|