Godshalk Welsh Capital Management’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 | $237K | Hold |
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|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $206K | Hold |
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|
2024
Q3 | $225K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $274K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $247K | Buy |
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|
2021
Q1 | $214K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $200K | Sell |
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|
2016
Q2 | $223K | Hold |
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|
2016
Q1 | $215K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $174K | Buy |
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