Godshalk Welsh Capital Management’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 | $230K | Hold |
2,500
| – | – | 0.14% | 124 |
|
|
2025
Q1 | $230K | Hold |
2,500
| – | – | 0.15% | 112 |
|
|
2024
Q4 | $206K | Hold |
2,500
| – | – | 0.13% | 119 |
|
|
2024
Q3 | $225K | Buy |
+2,500
| New | +$225K | 0.14% | 116 |
|
|
2022
Q4 | – | Sell |
-4,035
| Closed | -$274K | – | 121 |
|
|
2022
Q3 | $274K | Hold |
4,035
| – | – | 0.2% | 98 |
|
|
2022
Q2 | $288K | Hold |
4,035
| – | – | 0.21% | 98 |
|
|
2022
Q1 | $293K | Buy |
4,035
+115
| +3% | +$8.35K | 0.18% | 105 |
|
|
2021
Q4 | $269K | Hold |
3,920
| – | – | 0.15% | 108 |
|
|
2021
Q3 | $243K | Hold |
3,920
| – | – | 0.15% | 110 |
|
|
2021
Q2 | $247K | Buy |
3,920
+470
| +14% | +$29.6K | 0.15% | 110 |
|
|
2021
Q1 | $214K | Hold |
3,450
| – | – | 0.15% | 113 |
|
|
2020
Q4 | $212K | Buy |
+3,450
| New | +$212K | 0.16% | 111 |
|
|
2016
Q4 | – | Sell |
-3,900
| Closed | -$200K | – | 136 |
|
|
2016
Q3 | $200K | Sell |
3,900
-250
| -6% | -$12.8K | 0.21% | 132 |
|
|
2016
Q2 | $223K | Hold |
4,150
| – | – | 0.24% | 122 |
|
|
2016
Q1 | $215K | Buy |
+4,150
| New | +$215K | 0.22% | 128 |
|
|
2015
Q1 | – | Sell |
-3,550
| Closed | -$174K | – | 218 |
|
|
2014
Q4 | $174K | Buy |
+3,550
| New | +$174K | 0.16% | 146 |
|