GIM

Greylin Investment Management’s Southern Company SO Stock Holding History

Greylin Investment Management’s Portfolio SO Stock Details SO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$380K	Sell	4,900 -185	-4%	-$14.4K	0.06%	65
2024 Q1	$365K	Hold	5,085	–	–	0.06%	61
2023 Q4	$357K	Sell	5,085 -390	-7%	-$27.3K	0.06%	60
2023 Q3	$354K	Buy	+5,475	New	+$354K	0.06%	59
2023 Q2	–	Sell	-5,725	Closed	-$398K	–	71
2023 Q1	$398K	Buy	+5,725	New	+$398K	0.07%	58
2022 Q4	–	Sell	-6,175	Closed	-$420K	–	73
2022 Q3	$420K	Sell	6,175 -100	-2%	-$6.8K	0.09%	55
2022 Q2	$447K	Sell	6,275 -300	-5%	-$21.4K	0.09%	58
2022 Q1	$477K	Sell	6,575 -300	-4%	-$21.8K	0.08%	58
2021 Q4	$471K	Hold	6,875	–	–	0.09%	65
2021 Q3	$426K	Hold	6,875	–	–	0.09%	67
2021 Q2	$416K	Hold	6,875	–	–	0.08%	73
2021 Q1	$427K	Buy	+6,875	New	+$427K	0.09%	75
2020 Q4	–	Sell	-6,875	Closed	-$373K	–	89
2020 Q3	$373K	Sell	6,875 -1,795	-21%	-$97.4K	0.1%	63
2020 Q2	$450K	Buy	8,670 +120	+1%	+$6.23K	0.13%	56
2020 Q1	$463K	Hold	8,550	–	–	0.14%	47
2019 Q4	$545K	Hold	8,550	–	–	0.12%	51
2019 Q3	$528K	Buy	+8,550	New	+$528K	0.13%	51
2019 Q2	–	Sell	-9,037	Closed	-$467K	–	75
2019 Q1	$467K	Hold	9,037	–	–	0.1%	59
2018 Q4	$397K	Hold	9,037	–	–	0.1%	63
2018 Q3	$394K	Buy	+9,037	New	+$394K	0.08%	60
2018 Q2	–	Sell	-9,137	Closed	-$408K	–	85
2018 Q1	$408K	Hold	9,137	–	–	0.09%	60
2017 Q4	$439K	Buy	+9,137	New	+$439K	0.1%	58
2017 Q3	–	Sell	-6,862	Closed	-$329K	–	81
2017 Q2	$329K	Hold	6,862	–	–	0.08%	66
2017 Q1	$342K	Hold	6,862	–	–	0.08%	66
2016 Q4	$338K	Sell	6,862 -700	-9%	-$34.5K	0.08%	57
2016 Q3	$388K	Hold	7,562	–	–	0.1%	57
2016 Q2	$406K	Sell	7,562 -200	-3%	-$10.7K	0.1%	55
2016 Q1	$402K	Buy	7,762 +3,162	+69%	+$164K	0.1%	51
2015 Q4	$215K	Hold	4,600	–	–	0.06%	69
2015 Q3	$206K	Buy	+4,600	New	+$206K	0.06%	54
2015 Q2	–	Sell	-4,350	Closed	-$214K	–	61
2015 Q1	$214K	Hold	4,350	–	–	0.05%	61
2014 Q4	$214K	Buy	+4,350	New	+$214K	0.05%	62