GIM
Guild Investment Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-49,500
| Closed | -$2.68M | – | 61 |
|
|
2020
Q3 | $2.68M | Buy |
49,500
+21,540
| +77% | +$1.17M | 3.69% | 6 |
|
|
2020
Q2 | $1.45M | Buy |
+27,960
| New | +$1.45M | 2.06% | 23 |
|
|
2015
Q3 | – | Sell |
-6,044
| Closed | -$253K | – | 21 |
|
|
2015
Q2 | $253K | Buy |
+6,044
| New | +$253K | 0.78% | 10 |
|