Gray Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $246K | Sell |
|
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|
2024
Q3 | $270K | Buy |
|
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|
2024
Q2 | $231K | Buy |
|
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|
2024
Q1 | $213K | Sell |
|
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|
2023
Q4 | $214K | Sell |
|
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|
2023
Q3 | $217K | Sell |
|
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|
2023
Q2 | $253K | Buy |
|
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|
2023
Q1 | $250K | Buy |
|
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|
2022
Q4 | $257K | Buy |
|
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|
2022
Q3 | $244K | Buy |
|
|||||
|
2022
Q2 | $256K | Buy |
|
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|
2022
Q1 | $260K | Buy |
|
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|
2021
Q4 | $245K | Buy |
|
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|
2021
Q3 | $222K | Buy |
|
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|
2021
Q2 | $216K | Sell |
|
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|
2021
Q1 | $230K | Buy |
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|
2020
Q4 | $214K | Buy |
|