Gratus Capital’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $758K | Buy |
9,768
+179
| +2% | +$13.9K | 0.03% | 203 |
|
|
2024
Q1 | $688K | Sell |
9,589
-203
| -2% | -$14.6K | 0.03% | 193 |
|
|
2023
Q4 | $687K | Buy |
9,792
+3,355
| +52% | +$235K | 0.04% | 160 |
|
|
2023
Q3 | $417K | Buy |
6,437
+251
| +4% | +$16.2K | 0.03% | 181 |
|
|
2023
Q2 | $435K | Buy |
6,186
+233
| +4% | +$16.4K | 0.03% | 176 |
|
|
2023
Q1 | $414K | Buy |
5,953
+147
| +3% | +$10.2K | 0.03% | 160 |
|
|
2022
Q4 | $415K | Buy |
5,806
+5
| +0.1% | +$357 | 0.03% | 162 |
|
|
2022
Q3 | $394K | Buy |
5,801
+1,145
| +25% | +$77.8K | 0.04% | 155 |
|
|
2022
Q2 | $332K | Sell |
4,656
-1,092
| -19% | -$77.9K | 0.04% | 155 |
|
|
2022
Q1 | $417K | Buy |
5,748
+677
| +13% | +$49.1K | 0.04% | 151 |
|
|
2021
Q4 | $348K | Sell |
5,071
-2,378
| -32% | -$163K | 0.03% | 164 |
|
|
2021
Q3 | $462K | Buy |
7,449
+1,016
| +16% | +$63K | 0.05% | 135 |
|
|
2021
Q2 | $389K | Sell |
6,433
-171
| -3% | -$10.3K | 0.04% | 148 |
|
|
2021
Q1 | $410K | Sell |
6,604
-1,461
| -18% | -$90.7K | 0.05% | 144 |
|
|
2020
Q4 | $495K | Buy |
8,065
+2,048
| +34% | +$126K | 0.07% | 130 |
|
|
2020
Q3 | $326K | Buy |
6,017
+6
| +0.1% | +$325 | 0.05% | 136 |
|
|
2020
Q2 | $312K | Sell |
6,011
-3,812
| -39% | -$198K | 0.05% | 134 |
|
|
2020
Q1 | $532K | Buy |
9,823
+6,268
| +176% | +$339K | 0.1% | 113 |
|
|
2019
Q4 | $226K | Buy |
3,555
+113
| +3% | +$7.18K | 0.03% | 169 |
|
|
2019
Q3 | $213K | Sell |
3,442
-382
| -10% | -$23.6K | 0.03% | 164 |
|
|
2019
Q2 | $211K | Buy |
+3,824
| New | +$211K | 0.03% | 164 |
|