GLOBALT Investments’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 | $6.99M | Sell |
76,117
-3,618
| -5% | -$332K | 0.27% | 48 |
|
|
2025
Q1 | $7.33M | Buy |
79,735
+225
| +0.3% | +$20.7K | 0.3% | 48 |
|
|
2024
Q4 | $6.55M | Sell |
79,510
-1,230
| -2% | -$101K | 0.25% | 52 |
|
|
2024
Q3 | $7.28M | Sell |
80,740
-3,427
| -4% | -$309K | 0.27% | 46 |
|
|
2024
Q2 | $6.53M | Sell |
84,167
-1,566
| -2% | -$121K | 0.26% | 52 |
|
|
2024
Q1 | $6.15M | Sell |
85,733
-1,162
| -1% | -$83.4K | 0.24% | 59 |
|
|
2023
Q4 | $6.09M | Buy |
+86,895
| New | +$6.09M | 0.25% | 56 |
|