GIM
Guardian Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,910
| Closed | -$303K | – | 58 |
|
|
2024
Q2 | $303K | Sell |
3,910
-10,000
| -72% | -$776K | 0.22% | 56 |
|
|
2024
Q1 | $998K | Sell |
13,910
-500
| -3% | -$35.9K | 0.8% | 36 |
|
|
2023
Q4 | $1.01M | Sell |
14,410
-500
| -3% | -$35.1K | 0.85% | 33 |
|
|
2023
Q3 | $965K | Hold |
14,910
| – | – | 0.88% | 31 |
|
|
2023
Q2 | $1.05M | Hold |
14,910
| – | – | 0.89% | 33 |
|
|
2023
Q1 | $927K | Hold |
14,910
| – | – | 0.69% | 43 |
|
|
2022
Q4 | $1.06M | Hold |
14,910
| – | – | 1.01% | 34 |
|
|
2022
Q3 | $1.01M | Hold |
14,910
| – | – | 1.03% | 34 |
|
|
2022
Q2 | $1.06M | Hold |
14,910
| – | – | 0.93% | 38 |
|
|
2022
Q1 | $1.08M | Hold |
14,910
| – | – | 0.84% | 42 |
|
|
2021
Q4 | $1.02M | Hold |
14,910
| – | – | 0.71% | 40 |
|
|
2021
Q3 | $923K | Hold |
14,910
| – | – | 0.68% | 41 |
|
|
2021
Q2 | $903K | Hold |
14,910
| – | – | 0.62% | 44 |
|
|
2021
Q1 | $926K | Buy |
14,910
+1,000
| +7% | +$62.1K | 0.66% | 43 |
|
|
2020
Q4 | $854K | Hold |
13,910
| – | – | 0.65% | 42 |
|
|
2020
Q3 | $754K | Sell |
13,910
-250
| -2% | -$13.6K | 0.66% | 40 |
|
|
2020
Q2 | $734K | Buy |
+14,160
| New | +$734K | 0.67% | 42 |
|