Great Valley Advisor Group’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 | $2.52M | Sell |
27,452
-3,419
| -11% | -$314K | 0.06% | 277 |
|
|
2025
Q1 | $2.84M | Sell |
30,871
-36,077
| -54% | -$3.32M | 0.06% | 254 |
|
|
2024
Q4 | $5.51M | Buy |
66,948
+3,456
| +5% | +$285K | 0.12% | 163 |
|
|
2024
Q3 | $5.73M | Buy |
63,492
+6,504
| +11% | +$587K | 0.14% | 156 |
|
|
2024
Q2 | $4.42M | Buy |
56,988
+4,927
| +9% | +$382K | 0.12% | 177 |
|
|
2024
Q1 | $3.73M | Buy |
52,061
+18,147
| +54% | +$1.3M | 0.11% | 191 |
|
|
2023
Q4 | $2.38M | Buy |
33,914
+7,818
| +30% | +$548K | 0.08% | 215 |
|
|
2023
Q3 | $1.69M | Buy |
26,096
+903
| +4% | +$58.4K | 0.07% | 242 |
|
|
2023
Q2 | $1.77M | Buy |
25,193
+3,093
| +14% | +$217K | 0.07% | 231 |
|
|
2023
Q1 | $1.54M | Buy |
22,100
+11,114
| +101% | +$773K | 0.07% | 248 |
|
|
2022
Q4 | $784K | Sell |
10,986
-1,907
| -15% | -$136K | 0.04% | 360 |
|
|
2022
Q3 | $876K | Buy |
12,893
+2,114
| +20% | +$144K | 0.05% | 324 |
|
|
2022
Q2 | $769K | Buy |
10,779
+1,751
| +19% | +$125K | 0.04% | 348 |
|
|
2022
Q1 | $648K | Buy |
9,028
+514
| +6% | +$36.9K | 0.04% | 350 |
|
|
2021
Q4 | $572K | Sell |
8,514
-71
| -0.8% | -$4.77K | 0.04% | 359 |
|
|
2021
Q3 | $532K | Buy |
8,585
+106
| +1% | +$6.57K | 0.04% | 345 |
|
|
2021
Q2 | $516K | Buy |
8,479
+304
| +4% | +$18.5K | 0.04% | 341 |
|
|
2021
Q1 | $508K | Sell |
8,175
-652
| -7% | -$40.5K | 0.05% | 301 |
|
|
2020
Q4 | $542K | Sell |
8,827
-66
| -0.7% | -$4.05K | 0.06% | 269 |
|
|
2020
Q3 | $483K | Buy |
8,893
+2,165
| +32% | +$118K | 0.06% | 255 |
|
|
2020
Q2 | $349K | Buy |
6,728
+534
| +9% | +$27.7K | 0.06% | 295 |
|
|
2020
Q1 | $335K | Sell |
6,194
-1,573
| -20% | -$85.1K | 0.09% | 224 |
|
|
2019
Q4 | $494K | Buy |
7,767
+244
| +3% | +$15.5K | 0.11% | 203 |
|
|
2019
Q3 | $465K | Buy |
7,523
+3,449
| +85% | +$213K | 0.11% | 203 |
|
|
2019
Q2 | $225K | Buy |
+4,074
| New | +$225K | 0.06% | 303 |
|