GAM
Grandview Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
3,013
+5
| +0.2% | +$460 | 0.09% | 112 |
|
|
2025
Q1 | $277K | Buy |
3,008
+19
| +0.6% | +$1.75K | 0.11% | 105 |
|
|
2024
Q4 | $246K | Buy |
+2,989
| New | +$246K | 0.09% | 108 |
|
|
2021
Q2 | – | Sell |
-37
| Closed | -$2K | – | 405 |
|
|
2021
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 469 |
|