GG
Gofen & Glossberg’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $585K | Hold |
8,190
| – | – | 0.02% | 319 |
|
|
2022
Q3 | $557K | Buy |
8,190
+487
| +6% | +$33.1K | 0.02% | 296 |
|
|
2022
Q2 | $549K | Sell |
7,703
-50
| -0.6% | -$3.56K | 0.01% | 305 |
|
|
2022
Q1 | $562K | Sell |
7,753
-661
| -8% | -$47.9K | 0.01% | 323 |
|
|
2021
Q4 | $577K | Sell |
8,414
-403
| -5% | -$27.6K | 0.01% | 333 |
|
|
2021
Q3 | $546K | Sell |
8,817
-1,496
| -15% | -$92.6K | 0.01% | 330 |
|
|
2021
Q2 | $624K | Sell |
10,313
-2,234
| -18% | -$135K | 0.01% | 301 |
|
|
2021
Q1 | $780K | Buy |
12,547
+281
| +2% | +$17.5K | 0.02% | 264 |
|
|
2020
Q4 | $754K | Sell |
12,266
-50
| -0.4% | -$3.07K | 0.02% | 262 |
|
|
2020
Q3 | $668K | Buy |
12,316
+342
| +3% | +$18.6K | 0.02% | 257 |
|
|
2020
Q2 | $621K | Buy |
11,974
+20
| +0.2% | +$1.04K | 0.02% | 251 |
|
|
2020
Q1 | $647K | Sell |
11,954
-100
| -0.8% | -$5.41K | 0.03% | 233 |
|
|
2019
Q4 | $768K | Sell |
12,054
-518
| -4% | -$33K | 0.02% | 236 |
|
|
2019
Q3 | $777K | Sell |
12,572
-100
| -0.8% | -$6.18K | 0.03% | 231 |
|
|
2019
Q2 | $701K | Hold |
12,672
| – | – | 0.02% | 243 |
|
|
2019
Q1 | $655K | Hold |
12,672
| – | – | 0.02% | 238 |
|
|
2018
Q4 | $557K | Sell |
12,672
-100
| -0.8% | -$4.4K | 0.02% | 249 |
|
|
2018
Q3 | $557K | Buy |
12,772
+100
| +0.8% | +$4.36K | 0.02% | 272 |
|
|
2018
Q2 | $587K | Sell |
12,672
-50
| -0.4% | -$2.32K | 0.02% | 256 |
|
|
2018
Q1 | $568K | Sell |
12,722
-2,014
| -14% | -$89.9K | 0.02% | 263 |
|
|
2017
Q4 | $709K | Buy |
14,736
+550
| +4% | +$26.5K | 0.03% | 244 |
|
|
2017
Q3 | $697K | Sell |
14,186
-600
| -4% | -$29.5K | 0.03% | 246 |
|
|
2017
Q2 | $708K | Sell |
14,786
-150
| -1% | -$7.18K | 0.03% | 248 |
|
|
2017
Q1 | $744K | Hold |
14,936
| – | – | 0.03% | 240 |
|
|
2016
Q4 | $735K | Hold |
14,936
| – | – | 0.03% | 238 |
|
|
2016
Q3 | $766K | Sell |
14,936
-21
| -0.1% | -$1.08K | 0.03% | 231 |
|
|
2016
Q2 | $802K | Buy |
14,957
+447
| +3% | +$24K | 0.03% | 223 |
|
|
2016
Q1 | $751K | Buy |
14,510
+591
| +4% | +$30.6K | 0.03% | 229 |
|
|
2015
Q4 | $651K | Hold |
13,919
| – | – | 0.03% | 243 |
|
|
2015
Q3 | $622K | Sell |
13,919
-200
| -1% | -$8.94K | 0.03% | 250 |
|
|
2015
Q2 | $592K | Hold |
14,119
| – | – | 0.03% | 261 |
|
|
2015
Q1 | $625K | Hold |
14,119
| – | – | 0.03% | 250 |
|
|
2014
Q4 | $693K | Hold |
14,119
| – | – | 0.03% | 242 |
|
|
2014
Q3 | $616K | Sell |
14,119
-1,830
| -11% | -$79.8K | 0.03% | 246 |
|
|
2014
Q2 | $724K | Buy |
15,949
+150
| +0.9% | +$6.81K | 0.03% | 225 |
|
|
2014
Q1 | $669K | Buy |
15,799
+1,000
| +7% | +$42.3K | 0.03% | 230 |
|
|
2013
Q4 | $608K | Hold |
14,799
| – | – | 0.03% | 237 |
|
|
2013
Q3 | $609K | Hold |
14,799
| – | – | 0.03% | 229 |
|
|
2013
Q2 | $653K | Buy |
+14,799
| New | +$653K | 0.04% | 213 |
|