GLLW
Graves Light Lenhart Wealth’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Sell |
8,436
-976
| -10% | -$89.6K | 0.09% | 92 |
|
|
2025
Q1 | $865K | Buy |
9,412
+10
| +0.1% | +$919 | 0.11% | 86 |
|
|
2024
Q4 | $774K | Hold |
9,402
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $848K | Sell |
9,402
-527
| -5% | -$47.5K | 0.1% | 88 |
|
|
2024
Q2 | $765K | Hold |
9,929
| – | – | 0.09% | 91 |
|
|
2024
Q1 | $712K | Buy |
9,929
+1
| +0% | +$72 | 0.08% | 93 |
|
|
2023
Q4 | $696K | Hold |
9,928
| – | – | 0.09% | 94 |
|
|
2023
Q3 | $645K | Sell |
9,928
-599
| -6% | -$38.9K | 0.09% | 94 |
|
|
2023
Q2 | $740K | Buy |
10,527
+512
| +5% | +$36K | 0.1% | 97 |
|
|
2023
Q1 | $697K | Buy |
10,015
+1
| +0% | +$70 | 0.11% | 91 |
|
|
2022
Q4 | $715K | Buy |
10,014
+1
| +0% | +$71 | 0.11% | 96 |
|
|
2022
Q3 | $681K | Sell |
10,013
-145
| -1% | -$9.86K | 0.11% | 96 |
|
|
2022
Q2 | $724K | Buy |
10,158
+1
| +0% | +$71 | 0.11% | 93 |
|
|
2022
Q1 | $737K | Hold |
10,157
| – | – | 0.1% | 95 |
|
|
2021
Q4 | $697K | Buy |
10,157
+1
| +0% | +$69 | 0.1% | 95 |
|
|
2021
Q3 | $629K | Sell |
10,156
-31
| -0.3% | -$1.92K | 0.1% | 91 |
|
|
2021
Q2 | $616K | Buy |
10,187
+1
| +0% | +$60 | 0.1% | 91 |
|
|
2021
Q1 | $633K | Sell |
10,186
-1,480
| -13% | -$92K | 0.11% | 89 |
|
|
2020
Q4 | $717K | Sell |
11,666
-2,438
| -17% | -$150K | 0.13% | 76 |
|
|
2020
Q3 | $765K | Sell |
14,104
-1,150
| -8% | -$62.4K | 0.17% | 71 |
|
|
2020
Q2 | $791K | Sell |
15,254
-2,318
| -13% | -$120K | 0.19% | 72 |
|
|
2020
Q1 | $951K | Buy |
17,572
+146
| +0.8% | +$7.9K | 0.26% | 66 |
|
|
2019
Q4 | $1.11M | Buy |
17,426
+1,000
| +6% | +$63.7K | 0.23% | 70 |
|
|
2019
Q3 | $1.03M | Hold |
16,426
| – | – | 0.23% | 71 |
|
|
2019
Q2 | $908K | Buy |
16,426
+1,380
| +9% | +$76.3K | 0.22% | 70 |
|
|
2019
Q1 | $778K | Buy |
15,046
+583
| +4% | +$30.1K | 0.2% | 72 |
|
|
2018
Q4 | $635K | Buy |
+14,463
| New | +$635K | 0.19% | 74 |
|