Great Lakes Retirement’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 | $3.17M | Buy |
34,571
+1,829
| +6% | +$168K | 0.38% | 56 |
|
|
2025
Q1 | $3.01M | Buy |
32,742
+776
| +2% | +$71.4K | 0.39% | 54 |
|
|
2024
Q4 | $2.63M | Sell |
31,966
-50
| -0.2% | -$4.12K | 0.34% | 63 |
|
|
2024
Q3 | $2.89M | Buy |
32,016
+12,914
| +68% | +$1.16M | 0.37% | 60 |
|
|
2024
Q2 | $1.48M | Buy |
19,102
+2,542
| +15% | +$197K | 0.2% | 98 |
|
|
2024
Q1 | $1.19M | Buy |
+16,560
| New | +$1.19M | 0.18% | 120 |
|