Greatmark Investment Partners’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 | $4.85M | Sell |
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|
2025
Q2 | $4.7M | Buy |
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|
2025
Q1 | $4.58M | Sell |
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|
2024
Q4 | $4.13M | Buy |
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|
2024
Q3 | $4.3M | Sell |
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|
2024
Q2 | $3.73M | Sell |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $3.1M | Buy |
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|
2023
Q2 | $3.16M | Buy |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.81M | Buy |
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|
2022
Q3 | $2.66M | Sell |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q4 | $2.64M | Hold |
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|
2021
Q3 | $2.39M | Sell |
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|
2021
Q2 | $2.45M | Buy |
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|
2021
Q1 | $2.5M | Hold |
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|
2020
Q4 | $2.47M | Buy |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $1.98M | Sell |
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|
2020
Q1 | $2.08M | Buy |
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|
2019
Q4 | $2.4M | Sell |
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|
2019
Q3 | $2.41M | Buy |
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|
2019
Q2 | $1.94M | Hold |
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|
2019
Q1 | $1.81M | Sell |
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|
2018
Q4 | $1.54M | Sell |
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|
2018
Q3 | $1.55M | Sell |
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|
2018
Q2 | $1.67M | Sell |
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|
2018
Q1 | $1.68M | Sell |
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|
2017
Q4 | $1.89M | Sell |
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|
2017
Q3 | $2M | Hold |
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|
2017
Q2 | $1.95M | Hold |
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|
2017
Q1 | $2.03M | Buy |
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|
2016
Q4 | $1.98M | Sell |
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|
2016
Q3 | $2.11M | Sell |
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|
2016
Q2 | $2.31M | Hold |
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|
2016
Q1 | $2.23M | Buy |
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|
2015
Q4 | $2.02M | Hold |
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|
2015
Q3 | $1.93M | Buy |
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|
2015
Q2 | $1.75M | Buy |
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|
2015
Q1 | $1.83M | Buy |
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|
2014
Q4 | $2.03M | Hold |
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|
2014
Q3 | $1.8M | Sell |
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|
2014
Q2 | $1.87M | Buy |
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|
2014
Q1 | $1.8M | Hold |
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|
2013
Q4 | $1.69M | Buy |
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|
2013
Q3 | $1.65M | Buy |
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|
2013
Q2 | $1.76M | Buy |
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