GWM
GSB Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
10,949
-695
| -6% | -$63.8K | 0.25% | 101 |
|
|
2025
Q1 | $1.07M | Buy |
11,644
+41
| +0.4% | +$3.77K | 0.28% | 99 |
|
|
2024
Q4 | $955K | Buy |
11,603
+10
| +0.1% | +$823 | 0.25% | 107 |
|
|
2024
Q3 | $1.05M | Sell |
11,593
-35
| -0.3% | -$3.16K | 0.27% | 104 |
|
|
2024
Q2 | $902K | Sell |
11,628
-23
| -0.2% | -$1.78K | 0.25% | 105 |
|
|
2024
Q1 | $836K | Sell |
11,651
-521
| -4% | -$37.4K | 0.24% | 110 |
|
|
2023
Q4 | $854K | Buy |
12,172
+6
| +0% | +$421 | 0.26% | 104 |
|
|
2023
Q3 | $787K | Sell |
12,166
-719
| -6% | -$46.5K | 0.26% | 104 |
|
|
2023
Q2 | $905K | Sell |
12,885
-1,121
| -8% | -$78.8K | 0.29% | 103 |
|
|
2023
Q1 | $975K | Sell |
14,006
-7,418
| -35% | -$516K | 0.32% | 101 |
|
|
2022
Q4 | $1.53M | Sell |
21,424
-7,219
| -25% | -$516K | 0.55% | 66 |
|
|
2022
Q3 | $1.95M | Sell |
28,643
-690
| -2% | -$46.9K | 0.71% | 46 |
|
|
2022
Q2 | $2.09M | Sell |
29,333
-595
| -2% | -$42.4K | 0.71% | 45 |
|
|
2022
Q1 | $2.17M | Sell |
29,928
-2,894
| -9% | -$210K | 0.63% | 49 |
|
|
2021
Q4 | $2.25M | Buy |
32,822
+442
| +1% | +$30.3K | 0.65% | 45 |
|
|
2021
Q3 | $2.01M | Sell |
32,380
-580
| -2% | -$36K | 1.03% | 26 |
|
|
2021
Q2 | $1.99M | Buy |
32,960
+216
| +0.7% | +$13.1K | 0.62% | 50 |
|
|
2021
Q1 | $2.04M | Buy |
32,744
+25,264
| +338% | +$1.57M | 0.68% | 45 |
|
|
2020
Q4 | $459K | Hold |
7,480
| – | – | 2.06% | 13 |
|
|
2020
Q3 | $406K | Hold |
7,480
| – | – | 1.85% | 12 |
|
|
2020
Q2 | $388K | Hold |
7,480
| – | – | 2.17% | 11 |
|
|
2020
Q1 | $405K | Hold |
7,480
| – | – | 2.96% | 8 |
|
|
2019
Q4 | $476K | Hold |
7,480
| – | – | 1.96% | 11 |
|
|
2019
Q3 | $462K | Hold |
7,480
| – | – | 2.25% | 10 |
|
|
2019
Q2 | $413K | Hold |
7,480
| – | – | 2.16% | 14 |
|
|
2019
Q1 | $387K | Hold |
7,480
| – | – | 1.66% | 21 |
|
|
2018
Q4 | $329K | Hold |
7,480
| – | – | 1.74% | 22 |
|
|
2018
Q3 | $326K | Hold |
7,480
| – | – | 1.34% | 29 |
|
|
2018
Q2 | $346K | Hold |
7,480
| – | – | 1.64% | 21 |
|
|
2018
Q1 | $334K | Hold |
7,480
| – | – | 1.61% | 24 |
|
|
2017
Q4 | $360K | Hold |
7,480
| – | – | 1.62% | 21 |
|
|
2017
Q3 | $368K | Hold |
7,480
| – | – | 1.74% | 18 |
|
|
2017
Q2 | $358K | Hold |
7,480
| – | – | 1.62% | 18 |
|
|
2017
Q1 | $372K | Hold |
7,480
| – | – | 1.58% | 22 |
|
|
2016
Q4 | $368K | Buy |
+7,480
| New | +$368K | 1.44% | 24 |
|