Graypoint LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
9,963
+691
| +7% | +$63.5K | 0.05% | 226 |
|
|
2025
Q1 | $853K | Buy |
9,272
+3,919
| +73% | +$360K | 0.05% | 226 |
|
|
2024
Q4 | $441K | Sell |
5,353
-673
| -11% | -$55.4K | 0.03% | 331 |
|
|
2024
Q3 | $543K | Sell |
6,026
-627
| -9% | -$56.5K | 0.03% | 290 |
|
|
2024
Q2 | $516K | Buy |
6,653
+910
| +16% | +$70.6K | 0.04% | 270 |
|
|
2024
Q1 | $412K | Sell |
5,743
-832
| -13% | -$59.7K | 0.03% | 324 |
|
|
2023
Q4 | $461K | Buy |
6,575
+237
| +4% | +$16.6K | 0.04% | 273 |
|
|
2023
Q3 | $410K | Sell |
6,338
-789
| -11% | -$51.1K | 0.04% | 271 |
|
|
2023
Q2 | $501K | Buy |
7,127
+595
| +9% | +$41.8K | 0.05% | 217 |
|
|
2023
Q1 | $455K | Buy |
6,532
+2,364
| +57% | +$164K | 0.05% | 217 |
|
|
2022
Q4 | $298K | Sell |
4,168
-144
| -3% | -$10.3K | 0.04% | 273 |
|
|
2022
Q3 | $293K | Buy |
4,312
+619
| +17% | +$42.1K | 0.04% | 257 |
|
|
2022
Q2 | $263K | Buy |
3,693
+570
| +18% | +$40.6K | 0.03% | 256 |
|
|
2022
Q1 | $226K | Buy |
+3,123
| New | +$226K | 0.02% | 306 |
|