GW&K 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $96K | Buy |
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|
2025
Q2 | $89K | Buy |
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|
2025
Q1 | $78K | Buy |
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|
2024
Q4 | $41K | Buy |
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|
2024
Q3 | $40K | Buy |
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|
2024
Q2 | $28K | Buy |
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|
2024
Q1 | $24K | Buy |
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|
2023
Q4 | $21K | Sell |
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|
2023
Q3 | $22K | Sell |
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|
2023
Q2 | $24K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $6K | Buy |
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