Guardian Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $998K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $965K | Hold |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $927K | Hold |
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|
2022
Q4 | $1.06M | Hold |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.08M | Hold |
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|
2021
Q4 | $1.02M | Hold |
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|
2021
Q3 | $923K | Hold |
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|
2021
Q2 | $903K | Hold |
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|
2021
Q1 | $926K | Buy |
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|
2020
Q4 | $854K | Hold |
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|
2020
Q3 | $754K | Sell |
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|
2020
Q2 | $734K | Buy |
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