Gryphon Financial Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
2,954
-63
| -2% | -$5.79K | 0.04% | 259 |
|
|
2025
Q1 | $277K | Buy |
3,017
+147
| +5% | +$13.5K | 0.04% | 229 |
|
|
2024
Q4 | $236K | Sell |
2,870
-244
| -8% | -$20.1K | 0.03% | 230 |
|
|
2024
Q3 | $281K | Buy |
3,114
+56
| +2% | +$5.05K | 0.04% | 241 |
|
|
2024
Q2 | $237K | Buy |
+3,058
| New | +$237K | 0.04% | 247 |
|
|
2024
Q1 | – | Sell |
-3,341
| Closed | -$219K | – | 270 |
|
|
2023
Q4 | $219K | Buy |
+3,341
| New | +$219K | 0.04% | 215 |
|
|
2023
Q1 | – | Sell |
-2,617
| Closed | -$187K | – | 204 |
|
|
2022
Q4 | $187K | Buy |
+2,617
| New | +$187K | 0.04% | 194 |
|
|
2018
Q3 | – | Sell |
-191
| Closed | -$9K | – | 726 |
|
|
2018
Q2 | $9K | Sell |
191
-46
| -19% | -$2.17K | ﹤0.01% | 544 |
|
|
2018
Q1 | $10K | Sell |
237
-94
| -28% | -$3.97K | 0.01% | 522 |
|
|
2017
Q4 | $16K | Buy |
+331
| New | +$16K | 0.01% | 447 |
|