GW & Wade’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16.2M | Buy |
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|
2023
Q3 | $14.7M | Buy |
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|
2023
Q2 | $15.8M | Buy |
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|
2023
Q1 | $15.5M | Sell |
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|
2022
Q4 | $21.3M | Buy |
|
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|
2022
Q3 | $19.9M | Buy |
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|
2022
Q2 | $20.5M | Buy |
|
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|
2022
Q1 | $20.7M | Buy |
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|
2021
Q4 | $19.5M | Buy |
|
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|
2021
Q3 | $17.5M | Buy |
|
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|
2021
Q2 | $17.1M | Buy |
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|
2021
Q1 | $17.2M | Sell |
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|
2020
Q4 | $17.1M | Sell |
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|
2020
Q3 | $15.3M | Sell |
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|
2020
Q2 | $16.2M | Sell |
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|
2020
Q1 | $17.4M | Buy |
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|
2019
Q4 | $19.2M | Buy |
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|
2019
Q3 | $18M | Sell |
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|
2019
Q2 | $16.2M | Buy |
|
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|
2019
Q1 | $10.2M | Buy |
|
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|
2018
Q4 | $6.32M | Buy |
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|
2018
Q3 | $6.11M | Buy |
|
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|
2018
Q2 | $6.36M | Buy |
|
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|
2018
Q1 | $5.95M | Buy |
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|
2017
Q4 | $6.17M | Buy |
|
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|
2017
Q3 | $6.2M | Buy |
|
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|
2017
Q2 | $5.99M | Sell |
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|
2017
Q1 | $6.32M | Buy |
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|
2016
Q4 | $3.77M | Sell |
|
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|
2016
Q3 | $4.62M | Buy |
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|
2016
Q2 | $4.68M | Buy |
|
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|
2016
Q1 | $4.31M | Buy |
|
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|
2015
Q4 | $2.94M | Buy |
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|
2015
Q3 | $2.73M | Buy |
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|
2015
Q2 | $2.55M | Sell |
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|
2015
Q1 | $2.76M | Sell |
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|
2014
Q4 | $3.49M | Sell |
|
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|
2014
Q3 | $3.13M | Buy |
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|
2014
Q2 | $2.97M | Buy |
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|
2014
Q1 | $2.81M | Buy |
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|
2013
Q4 | $2.57M | Sell |
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|
2013
Q3 | $2.58M | Buy |
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|
2013
Q2 | $2.73M | Buy |
|