Gofen & Glossberg’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $585K | Hold |
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|
2022
Q3 | $557K | Buy |
|
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|
2022
Q2 | $549K | Sell |
|
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|
2022
Q1 | $562K | Sell |
|
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|
2021
Q4 | $577K | Sell |
|
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|
2021
Q3 | $546K | Sell |
|
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|
2021
Q2 | $624K | Sell |
|
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|
2021
Q1 | $780K | Buy |
|
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|
2020
Q4 | $754K | Sell |
|
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|
2020
Q3 | $668K | Buy |
|
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|
2020
Q2 | $621K | Buy |
|
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|
2020
Q1 | $647K | Sell |
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|
2019
Q4 | $768K | Sell |
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|
2019
Q3 | $777K | Sell |
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|
2019
Q2 | $701K | Hold |
|
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|
2019
Q1 | $655K | Hold |
|
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|
2018
Q4 | $557K | Sell |
|
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|
2018
Q3 | $557K | Buy |
|
|||||
|
2018
Q2 | $587K | Sell |
|
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|
2018
Q1 | $568K | Sell |
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|
2017
Q4 | $709K | Buy |
|
|||||
|
2017
Q3 | $697K | Sell |
|
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|
2017
Q2 | $708K | Sell |
|
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|
2017
Q1 | $744K | Hold |
|
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|
2016
Q4 | $735K | Hold |
|
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|
2016
Q3 | $766K | Sell |
|
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|
2016
Q2 | $802K | Buy |
|
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|
2016
Q1 | $751K | Buy |
|
|||||
|
2015
Q4 | $651K | Hold |
|
|||||
|
2015
Q3 | $622K | Sell |
|
|||||
|
2015
Q2 | $592K | Hold |
|
|||||
|
2015
Q1 | $625K | Hold |
|
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|
2014
Q4 | $693K | Hold |
|
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|
2014
Q3 | $616K | Sell |
|
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|
2014
Q2 | $724K | Buy |
|
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|
2014
Q1 | $669K | Buy |
|
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|
2013
Q4 | $608K | Hold |
|
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|
2013
Q3 | $609K | Hold |
|
|||||
|
2013
Q2 | $653K | Buy |
|