GIM
Groesbeck Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $745K | Hold |
8,100
| – | – | 1.04% | 35 |
|
|
2024
Q4 | $667K | Buy |
+8,100
| New | +$667K | 0.87% | 37 |
|
|
2024
Q2 | – | Sell |
-8,100
| Closed | -$581K | – | 95 |
|
|
2024
Q1 | $581K | Buy |
+8,100
| New | +$581K | 0.62% | 55 |
|
|
2022
Q2 | – | Sell |
-8,100
| Closed | -$587K | – | 105 |
|
|
2022
Q1 | $587K | Buy |
+8,100
| New | +$587K | 0.66% | 57 |
|
|
2021
Q4 | – | Sell |
-8,100
| Closed | -$502K | – | 107 |
|
|
2021
Q3 | $502K | Buy |
+8,100
| New | +$502K | 0.58% | 64 |
|
|
2016
Q4 | – | Sell |
-8,100
| Closed | -$416K | – | 103 |
|
|
2016
Q3 | $416K | Buy |
+8,100
| New | +$416K | 0.31% | 78 |
|