1IA
1834 Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
11,853
-330
| -3% | -$30.3K | 0.14% | 105 |
|
|
2025
Q1 | $1.12M | Sell |
12,183
-614
| -5% | -$56.5K | 0.14% | 101 |
|
|
2024
Q4 | $1.05M | Sell |
12,797
-225
| -2% | -$18.5K | 0.13% | 105 |
|
|
2024
Q3 | $1.17M | Sell |
13,022
-4,836
| -27% | -$436K | 0.14% | 110 |
|
|
2024
Q2 | $1.39M | Sell |
17,858
-1,020
| -5% | -$79.1K | 0.17% | 100 |
|
|
2024
Q1 | $1.35M | Sell |
18,878
-2,376
| -11% | -$170K | 0.16% | 98 |
|
|
2023
Q4 | $1.49M | Sell |
21,254
-213
| -1% | -$14.9K | 0.18% | 96 |
|
|
2023
Q3 | $1.39M | Buy |
21,467
+291
| +1% | +$18.8K | 0.17% | 106 |
|
|
2023
Q2 | $1.49M | Sell |
21,176
-3,477
| -14% | -$244K | 0.18% | 101 |
|
|
2023
Q1 | $1.72M | Buy |
24,653
+1,156
| +5% | +$80.4K | 0.21% | 93 |
|
|
2022
Q4 | $1.68M | Sell |
23,497
-2,919
| -11% | -$208K | 0.24% | 77 |
|
|
2022
Q3 | $1.8M | Sell |
26,416
-105,980
| -80% | -$7.21M | 0.27% | 73 |
|
|
2022
Q2 | $9.44M | Sell |
132,396
-6,117
| -4% | -$436K | 1.33% | 19 |
|
|
2022
Q1 | $10M | Sell |
138,513
-6,211
| -4% | -$450K | 1.23% | 24 |
|
|
2021
Q4 | $9.93M | Sell |
144,724
-1,861
| -1% | -$128K | 1.12% | 29 |
|
|
2021
Q3 | $9.08M | Buy |
146,585
+4,833
| +3% | +$300K | 1.11% | 32 |
|
|
2021
Q2 | $8.58M | Buy |
141,752
+4,134
| +3% | +$250K | 1.04% | 34 |
|
|
2021
Q1 | $8.55M | Buy |
137,618
+5,716
| +4% | +$355K | 1.11% | 34 |
|
|
2020
Q4 | $8.1M | Buy |
131,902
+1,167
| +0.9% | +$71.7K | 1.08% | 34 |
|
|
2020
Q3 | $7.09M | Buy |
130,735
+120,305
| +1,153% | +$6.52M | 1.03% | 35 |
|
|
2020
Q2 | $541K | Buy |
10,430
+3,319
| +47% | +$172K | 0.09% | 111 |
|
|
2020
Q1 | $385K | Buy |
7,111
+1,446
| +26% | +$78.3K | 0.07% | 125 |
|
|
2019
Q4 | $361K | Sell |
5,665
-446
| -7% | -$28.4K | 0.06% | 140 |
|
|
2019
Q3 | $377K | Sell |
6,111
-2,067
| -25% | -$128K | 0.05% | 137 |
|
|
2019
Q2 | $452K | Sell |
8,178
-339
| -4% | -$18.7K | 0.07% | 123 |
|
|
2019
Q1 | $441K | Sell |
8,517
-1,287
| -13% | -$66.6K | 0.07% | 123 |
|
|
2018
Q4 | $431K | Sell |
9,804
-62
| -0.6% | -$2.73K | 0.07% | 119 |
|
|
2018
Q3 | $431K | Sell |
9,866
-308
| -3% | -$13.5K | 0.06% | 134 |
|
|
2018
Q2 | $471K | Sell |
10,174
-500
| -5% | -$23.1K | 0.07% | 124 |
|
|
2018
Q1 | $477K | Sell |
10,674
-1,415
| -12% | -$63.2K | 0.08% | 126 |
|
|
2017
Q4 | $581K | Sell |
12,089
-2,310
| -16% | -$111K | 0.09% | 124 |
|
|
2017
Q3 | $708K | Buy |
14,399
+48
| +0.3% | +$2.36K | 0.13% | 99 |
|
|
2017
Q2 | $687K | Sell |
14,351
-1,791
| -11% | -$85.7K | 0.13% | 104 |
|
|
2017
Q1 | $804K | Sell |
16,142
-1,302
| -7% | -$64.9K | 0.15% | 100 |
|
|
2016
Q4 | $858K | Sell |
17,444
-2,039
| -10% | -$100K | 0.17% | 96 |
|
|
2016
Q3 | $999K | Sell |
19,483
-488
| -2% | -$25K | 0.22% | 89 |
|
|
2016
Q2 | $1.07M | Sell |
19,971
-7,770
| -28% | -$417K | 0.23% | 94 |
|
|
2016
Q1 | $1.44M | Sell |
27,741
-3,224
| -10% | -$167K | 0.33% | 73 |
|
|
2015
Q4 | $1.45M | Buy |
30,965
+2,518
| +9% | +$118K | 0.34% | 72 |
|
|
2015
Q3 | $1.27M | Sell |
28,447
-513
| -2% | -$22.9K | 0.32% | 80 |
|
|
2015
Q2 | $1.21M | Buy |
28,960
+7,324
| +34% | +$307K | 0.33% | 74 |
|
|
2015
Q1 | $958K | Buy |
21,636
+1,955
| +10% | +$86.6K | 0.26% | 85 |
|
|
2014
Q4 | $967K | Sell |
19,681
-1,228
| -6% | -$60.3K | 0.27% | 82 |
|
|
2014
Q3 | $913K | Sell |
20,909
-39,061
| -65% | -$1.71M | 0.25% | 83 |
|
|
2014
Q2 | $2.72M | Sell |
59,970
-19,311
| -24% | -$876K | 0.74% | 47 |
|
|
2014
Q1 | $3.48M | Buy |
79,281
+9,369
| +13% | +$412K | 1.02% | 37 |
|
|
2013
Q4 | $2.87M | Buy |
69,912
+4,420
| +7% | +$182K | 0.84% | 47 |
|
|
2013
Q3 | $2.7M | Buy |
65,492
+585
| +0.9% | +$24.1K | 0.89% | 44 |
|
|
2013
Q2 | $2.86M | Buy |
+64,907
| New | +$2.86M | 0.98% | 38 |
|