GW&K Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89K | Buy |
971
+124
| +15% | +$11.4K | ﹤0.01% | 434 |
|
|
2025
Q1 | $78K | Buy |
847
+350
| +70% | +$32.2K | ﹤0.01% | 431 |
|
|
2024
Q4 | $41K | Buy |
497
+50
| +11% | +$4.13K | ﹤0.01% | 499 |
|
|
2024
Q3 | $40K | Buy |
447
+81
| +22% | +$7.25K | ﹤0.01% | 486 |
|
|
2024
Q2 | $28K | Buy |
366
+37
| +11% | +$2.83K | ﹤0.01% | 511 |
|
|
2024
Q1 | $24K | Buy |
329
+23
| +8% | +$1.68K | ﹤0.01% | 513 |
|
|
2023
Q4 | $21K | Sell |
306
-31
| -9% | -$2.13K | ﹤0.01% | 507 |
|
|
2023
Q3 | $22K | Sell |
337
-2
| -0.6% | -$131 | ﹤0.01% | 474 |
|
|
2023
Q2 | $24K | Buy |
+339
| New | +$24K | ﹤0.01% | 456 |
|
|
2022
Q3 | – | Sell |
-168
| Closed | -$12K | – | 759 |
|
|
2022
Q2 | $12K | Buy |
168
+91
| +118% | +$6.5K | ﹤0.01% | 461 |
|
|
2022
Q1 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 524 |
|