Grimes & Company’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 | $1.2M | Sell |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $954K | Sell |
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|
2024
Q1 | $952K | Buy |
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|
2023
Q4 | $921K | Buy |
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|
2023
Q3 | $837K | Sell |
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|
2023
Q2 | $911K | Sell |
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|
2023
Q1 | $904K | Sell |
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|
2022
Q4 | $931K | Buy |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $654K | Sell |
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|
2021
Q4 | $625K | Buy |
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|
2021
Q3 | $561K | Buy |
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|
2021
Q2 | $546K | Sell |
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|
2021
Q1 | $567K | Sell |
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|
2020
Q4 | $645K | Hold |
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|
2020
Q3 | $569K | Hold |
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|
2020
Q2 | $544K | Buy |
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|
2020
Q1 | $563K | Sell |
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|
2019
Q4 | $666K | Buy |
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|
2019
Q3 | $624K | Hold |
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|
2019
Q2 | $558K | Sell |
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|
2019
Q1 | $528K | Buy |
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|
2018
Q4 | $444K | Hold |
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|
2018
Q3 | $440K | Buy |
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|
2018
Q2 | $449K | Buy |
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|
2018
Q1 | $430K | Buy |
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|
2017
Q4 | $421K | Buy |
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|
2017
Q3 | $393K | Buy |
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|
2017
Q2 | $373K | Hold |
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|
2017
Q1 | $388K | Hold |
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|
2016
Q4 | $383K | Hold |
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|
2016
Q3 | $400K | Sell |
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|
2016
Q2 | $438K | Sell |
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|
2016
Q1 | $428K | Buy |
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|
2015
Q4 | $364K | Hold |
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|
2015
Q3 | $347K | Hold |
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|
2015
Q2 | $326K | Sell |
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|
2015
Q1 | $388K | Buy |
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|
2014
Q4 | $396K | Sell |
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|
2014
Q3 | $439K | Sell |
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|
2014
Q2 | $471K | Buy |
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|
2014
Q1 | $406K | Buy |
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|
2013
Q4 | $314K | Buy |
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|
2013
Q3 | $314K | Sell |
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|
2013
Q2 | $388K | Buy |
|