Aberdeen Group’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 | $44.5M | Buy |
484,908
+34,875
| +8% | +$3.2M | 0.08% | 228 |
|
|
2025
Q1 | $41.2M | Buy |
450,033
+13,391
| +3% | +$1.23M | 0.08% | 222 |
|
|
2024
Q4 | $35.7M | Buy |
436,642
+11,909
| +3% | +$972K | 0.07% | 263 |
|
|
2024
Q3 | $38.3M | Buy |
424,733
+21,998
| +5% | +$1.99M | 0.07% | 254 |
|
|
2024
Q2 | $31.2M | Sell |
402,735
-47,719
| -11% | -$3.7M | 0.06% | 286 |
|
|
2024
Q1 | $32.3M | Buy |
450,454
+1,530
| +0.3% | +$110K | 0.06% | 287 |
|
|
2023
Q4 | $31.5M | Buy |
448,924
+188,814
| +73% | +$13.2M | 0.07% | 281 |
|
|
2023
Q3 | $16.8M | Sell |
260,110
-7,645
| -3% | -$495K | 0.04% | 352 |
|
|
2023
Q2 | $18.8M | Sell |
267,755
-3,326
| -1% | -$234K | 0.04% | 354 |
|
|
2023
Q1 | $18.9M | Buy |
271,081
+684
| +0.3% | +$47.6K | 0.05% | 358 |
|
|
2022
Q4 | $19.3M | Buy |
270,397
+12,371
| +5% | +$883K | 0.05% | 343 |
|
|
2022
Q3 | $17.5M | Buy |
258,026
+4,995
| +2% | +$340K | 0.05% | 335 |
|
|
2022
Q2 | $18M | Sell |
253,031
-9,272
| -4% | -$658K | 0.06% | 309 |
|
|
2022
Q1 | $19.1M | Sell |
262,303
-142,398
| -35% | -$10.4M | 0.05% | 314 |
|
|
2021
Q4 | $27.8M | Sell |
404,701
-42,367
| -9% | -$2.91M | 0.06% | 282 |
|
|
2021
Q3 | $27.8M | Sell |
447,068
-53,877
| -11% | -$3.35M | 0.06% | 287 |
|
|
2021
Q2 | $30.3M | Sell |
500,945
-42,440
| -8% | -$2.57M | 0.07% | 269 |
|
|
2021
Q1 | $33.8M | Buy |
543,385
+28,684
| +6% | +$1.78M | 0.08% | 248 |
|
|
2020
Q4 | $31.6M | Buy |
514,701
+1,816
| +0.4% | +$112K | 0.08% | 231 |
|
|
2020
Q3 | $27.8M | Sell |
512,885
-71,476
| -12% | -$3.88M | 0.07% | 215 |
|
|
2020
Q2 | $30.3M | Sell |
584,361
-12,149
| -2% | -$630K | 0.08% | 215 |
|
|
2020
Q1 | $32.3M | Sell |
596,510
-18,056
| -3% | -$978K | 0.1% | 163 |
|
|
2019
Q4 | $39.1M | Sell |
614,566
-24,137
| -4% | -$1.54M | 0.09% | 182 |
|
|
2019
Q3 | $39.5M | Sell |
638,703
-18,052
| -3% | -$1.12M | 0.1% | 175 |
|
|
2019
Q2 | $36.3M | Sell |
656,755
-17,469
| -3% | -$966K | 0.08% | 235 |
|
|
2019
Q1 | $34.8M | Buy |
674,224
+114,136
| +20% | +$5.9M | 0.08% | 248 |
|
|
2018
Q4 | $24.6M | Sell |
560,088
-4,044
| -0.7% | -$178K | 0.06% | 291 |
|
|
2018
Q3 | $24.6M | Buy |
564,132
+30,918
| +6% | +$1.35M | 0.05% | 344 |
|
|
2018
Q2 | $24.7M | Buy |
533,214
+63,323
| +13% | +$2.93M | 0.05% | 345 |
|
|
2018
Q1 | $21M | Buy |
469,891
+49,248
| +12% | +$2.2M | 0.04% | 343 |
|
|
2017
Q4 | $20.2M | Buy |
420,643
+11,397
| +3% | +$548K | 0.04% | 351 |
|
|
2017
Q3 | $20.1M | Buy |
+409,246
| New | +$20.1M | 0.04% | 343 |
|