Great Valley Advisor Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.89M | Buy |
|
|||||
|
2025
Q2 | $2.52M | Sell |
|
|||||
|
2025
Q1 | $2.84M | Sell |
|
|||||
|
2024
Q4 | $5.51M | Buy |
|
|||||
|
2024
Q3 | $5.73M | Buy |
|
|||||
|
2024
Q2 | $4.42M | Buy |
|
|||||
|
2024
Q1 | $3.73M | Buy |
|
|||||
|
2023
Q4 | $2.38M | Buy |
|
|||||
|
2023
Q3 | $1.69M | Buy |
|
|||||
|
2023
Q2 | $1.77M | Buy |
|
|||||
|
2023
Q1 | $1.54M | Buy |
|
|||||
|
2022
Q4 | $784K | Sell |
|
|||||
|
2022
Q3 | $876K | Buy |
|
|||||
|
2022
Q2 | $769K | Buy |
|
|||||
|
2022
Q1 | $648K | Buy |
|
|||||
|
2021
Q4 | $572K | Sell |
|
|||||
|
2021
Q3 | $532K | Buy |
|
|||||
|
2021
Q2 | $516K | Buy |
|
|||||
|
2021
Q1 | $508K | Sell |
|
|||||
|
2020
Q4 | $542K | Sell |
|
|||||
|
2020
Q3 | $483K | Buy |
|
|||||
|
2020
Q2 | $349K | Buy |
|
|||||
|
2020
Q1 | $335K | Sell |
|
|||||
|
2019
Q4 | $494K | Buy |
|
|||||
|
2019
Q3 | $465K | Buy |
|
|||||
|
2019
Q2 | $225K | Buy |
|